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TripleM can "email to case" agent be modified to handle "email to opportunity"?
Our current business process requires the need to track email conversations which are tied to a specific opportunity. We have several employees that will work on a specific Oppty, so leveraging the Outlook plugin doesn't quite work. Does anyone know if the "email to case" agent can be modified to post/manage emails to Opportunities?
As an Opportunity is going thru its phases we have current and new customers who will email in questions specifically related to an Opportunity. Our current workaround is that we then create a case and create a custom object which then associates the Oppty to that case. Then we implement "email to case" and use that agent to log the emails associated to the case, which is tied to the opportunity. But, obviously this is a HUGE work around.
We also looked at the Outlook plugin, but we have several employees who will work on an opportunity. If a customer emails in a question specific to the opportunity then it may be handled by a different CSR, so the ability to manage the emails from within SF is the key.
Using "Web to Opportunity" is also not ideal as our customers prefer to use email.
Any suggestions?
thanks!
Ekin Van WinkleDid you ever find a resolution for this?