Create a Job From an Email |
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On the ribbon, go to Email > Email Rules and select New
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This example rule will do the following:
Conditions Check that the email was sent to, or via training@, and that it is not related to an existing Jim2 object.
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Actions If the above conditions are met, tag the email as Training. There is one more action to this rule: Create Job, but it is flagged as <Manual>. This means that this action applies to this email with the intention of not automatically performing this action.
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When viewing the email from an email list, it is flagged that there is an outstanding action (
Further information |