Create Deal by Sending Email

You can create a Deal by sending an email to a pre-configured email address, e.g., dealbyemail@xyz.com. It must be sent in a specified manner, as explained below.

1. Sender: The email must be sent from an existing email address in the system as a user.

2. Subject: There must be a valid subject. The rules concerning the Subject are-

• +Deal Name  > If the email Subject is +Deal Name, the Focus field value will be checked Yes while Deal creation.
• -Deal Name > If the email Subject is -Deal Name, the Focus field value will be checked No.
• Deal Name > If the email Subject is Deal Name, the mail must include attachments to add documents.

3. Body: The email body should contain the mandatory info required to create the Deal and should be sent in a specified format. A colon should separate the field name and field value. E.g. [Field Name] : [Field Value]

• Deal Name :
• Deal Sector :
• Deal Sub-sector :
• Description :
• Type of Investment :
• Deal Currency :
• Total Funding Requirement (m) (OR Total Requirement) :  etc. 

4. Rules: While writing the body section, follow the following rules:

• The date must be only in yyyy-mm-dd format.
• The Field Value sent in the body section should match the required field names on the screen, or we can define aliases in a backend table with OR.
• If a folder is not specified, all attachments shall be saved in the Default folder.
• If a field name does not match, it shall be ignored.
• If a Field Value does not match the specified picklist values, it shall go to the comment section.
• The Deal shall be assigned to the email sender if no Assigned To group is specified.
• Email can be in both normal and bulleted format. Both are acceptable.

5. Notifications: A notification mail shall be sent to the email address which was used to send the email, for informing the successful creation or failure.