MailBox is an integrated email client that allows users to perform Devuta CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Tickets and To Dos from the emails that you receive in your inbox. Should sender’s email id match with a record in Devuta CRM, you can perform more actions like, Attaching email, Adding To do, Comment and Ticket. Additionally, you can manage composing, replying, forwarding emails etc.

Step 1: Creating new records from your emails

If the email you receive doesn’t match the email field of existing records in your Devuta CRM, you can create either Leads, Contacts, Organizations, or a Tickets from within your email.

Follow few simple instructions to create records from within your email

  1. Click on your email to open
  2. On the right side of page, under Related Records, look up is made basing upon email id
  3. If email does’t match, click on Actions drop-down
  4. Click on either Add Leads or Add Organizations or Add Contacts or Add Tickets
  5. Modify values in the pop up, if necessary
  6. Click Save
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Step 2: Updating existing record from within your email

If email matches with the existing record in your Devuta CRM, you can associate a To do, Ticket, add a Comment, or attach an email to the record.

Follow few simple instructions to update record from within your email

  1. Click on your email to open
  2. On the right side of page, under Related Records, look up is made basing upon email id
  3. If email matches, click on Actions drop-down
  4. Click on either select Add To do, Add Ticket, Add Comment or Attach Email
  5. Modify values in the pop up, if necessary
  6. Click Save

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