Email to Deal Registration
Email deal registration uses AI to read partner emails and allow the system to register a deal on behalf of the partner, making it easier for partners to share deal information with a vendor.
Partners can email a predefined inbox such as "dealreg@mycompany.com". You need to forward the emails to the Magentrix email (which is a unique email associated with your instance of Magentrix).
Once the system receives the email, the system verifies that the email is received from a verified partner user and this user is not deactivated within the portal. If all the mandatory fields are provided, the system can proceed to create a lead and send a confirmation email notification to the partner.
The AI will not use email data submitted by customers to train or improve any third-party training models.
Any email content sent through the AI will be retained for abuse and misuse monitoring purposes for a maximum of 30 days, after which it will be deleted (unless otherwise required by law). Also for the purpose of deal registration, there are no other data shared with the AI tool other than the email content.
If the information taken from the email is not complete and some mandatory fields are missing, the partner will receive an email that the deal registration failed, and the response email will outline the missing information.
Note*: Only clients with Advanced or Unlimited editions, or clients who have an Email to Deal Registration license will have access to this feature.
Requirements:
To configure the Email to Deal Registration feature, users must be assigned a security role with one of the following permissions:
- Administrators System Role
- Other Settings: Access Deal Management Enabled
Email to Deal Registration Setup
Administrators can activate this feature in Setup > Partner Management > Deal Settings and clicking the Email Deal Registration tab.
Once the feature is enabled, the administrator can review and update the email templates used for communications with the partners. Also, administrators can set the Lead's default source and status so that information is tracked properly in your CRM.
Furthermore, the administrator can fine-tune the data that the system needs to read from the email in cases where there are additional custom fields used for deal registration purposes. Click Add Mapping and in the Detected Field setting configuration, enter the data you expect to receive in the email. In Lead Field, select the mapping field, and then choose if this is a mandatory field. Then click Apply.