Post Email Parsed Actions

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The Post Email Parsed Actions settings is only active for Web Form parsing. It allows you to schedule items to specific users in Act! after an email has been processed using the Parse Body Text (Web Form) option in the Inbox Settings. It instructs 123 Sync to execute a few actions after a form is received and a contact is either created or updated

New Contact Post Email Parsed Actions

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Activity: Schedule an Act! Activity with the Contact and the Act! user as selected by the Owner/Scheduled WIth Strategy.

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Opportunity: Schedule an Act! Opportunity with the Contact and the Act! user as selected by the Owner/Scheduled WIth Strategy.

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Owner/Scheduled With Strategy. This setting defines with whom the action is scheduled with according to a set of programmable parameters

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Email Record Manager: Assign the newly created Contact to the Email Record Manager setting on the Inbox Settings.

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Round Robin. This assigns the record manager/scheduled with to an Act! user listed on the round robin list.

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By Contact Field Value. Record Ownership and Scheduled With parameters are determined by a set of rules.

It is highly recommended that you go through the online video tutorials to learn how to setup these options.

Update Contact

When a contact is updated, you have the option to schedule an activity with the contact's Record Manager.

Categories Tagging

With Categories Tagging, you can add Categoty tags to the email bing parsed in Outlook/Exchange and that will indicate what actions 123 Sync took when the email was parsed and integrated to Act!.

Note: If the email already exists in Act! (which means it has already been parsed), the category is not modified.