Opportunities

Auto Create Opportunity


Purpose: Create a Opportunity in SugarCRM from an email in Exchange. Usage scenario might be the following: an email arrives from a customer, corresponding opportunity is created in SugarCRM, emails that come from this customer and apply to the same opportunity are archived to the SugarCRM opportunity. So, SugarCRM opportunity contains all the information about collaboration with the customer.

Description: Automatic creation of opportunities in SugarCRM from emails in "CRM\Opportunities\Create Opportunity" folder in Exchange.

Dependencies: List and Archive Opportunities

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Update SugarCRM opportunity if it exists.
    • Create SugarCRM opportunity if it does not exist.
    • Attach the opportunity to existing SugarCRM account with matching email address.
    • If matching account was not found attach the opportunity to existing SugarCRM contact with matching email address.
    • If neither account not contact is found then create SugarCRM account with email sender name and address and attach the opportunity to it.
    • If not yet done then archive the Exchange email to corresponding SugarCRM opportunity.
    • Assign the following categories to Exchange email after synchronization: Archived, CRM.
  • Scenario Options
    • E->S, Default Close Date, default is "1970-01-01", sets default value for close date field in SugarCRM opportunity. Date in format 'YYYY-MM-DD'.
  • Exchange Categories
    • Archived, CRM
List and Archive Opportunities

Purpose: Create folders in Exchange for SugarCRM opportunities. Automatically archive emails put in these folders to corresponding opportunities. Create web links to SugarCRM opportunities by means of Exchange emails. Usage scenario might be the following: an email arrives from a customer, corresponding opportunity is created in SugarCRM automatically, emails that come from this customer and relate to the same opportunity are automatically archived to the SugarCRM opportunity. So, SugarCRM opportunity contains all the information about collaboration with the customer.

Description: Automatic creation of corresponding Exchange folders in "CRM\Opportunities\Archive To" for SugarCRM opportunities. Emails archiving for opportunities. Listing of SugarCRM opportunity details in "CRM\Opportunities" folder. Email items in "CRM\Oportunities" are auto created, contain snapshot of SugarCRM opportunities and back references.

Dependencies: Auto Create Opportunity

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Archive the Exchange email to corresponding SugarCRM opportunity (determined by Exchange folder name).
    • Assign the following categories to Exchange email after synchronization: Archived, CRM.
  • SugarCRM to Exchange
    • Create a folder in Exchange inside "CRM\Opportunities\Archive To". Name of the folder is equal to SugarCRM opportunity name.
    • Create an email with the opportunity details in "CRM\Opportunities" folder.
  • Exchange Categories
    • Archived, CRM

Opportunity Presentation In Exchange/Outlook

Each SugarCRM opportunity is represented as email in "CRM\Opportunities" Exchange folder. These emails contain a set of additional fields:

  • Amount,
  • AccountName,
  • SalesStage,
  • Probability,
  • DateClosed.
To learn how to display these columns in Outlook refer to Cases.

Opportunity list looks as follows:

Opportunity list

Example of the email representing an opportunity:

Opportunity email

Hint: Press "Edit>>" link in this email to open corresponding opportunity in SugarCRM.