new
Conversations
Additional Capabilities for Outlook 2-Way Sync
Whatās New?
šĀ Sync your Outlook mailbox and CRM effortlessly by connecting 2-way sync!Ā š
New Contacts:
- You can now create new contacts directly from your Outlook mailboxĀ š¤©
- Add the āAuto BCCā address to the CC or BCC field while sending an email in Outlook.Ā
- š„Ā Your contact will be automatically created, along with the conversation in the CRM.
Existing Contacts:
- All emails sentĀ š¤Ā from your Outlook mailbox to existing contacts will be visible in CRM.
- All Incoming emails from existing contacts are automatically imported into CRM.Ā š„
Where can you find this?
- Under the sub-account settings in the 'My Profile' section, you can see Auto BCC Sync address.
- This is unique to each user's email and location.
How does it help?
- Enhanced Visibility:Ā Syncing your Outlook mailbox and CRM provides a comprehensive view of interactions for better relationship management.
- Efficiency Boost:Ā Creating contacts directly from Outlook saves time, helping you stay focused on tasks.
- Primary Inbox:Ā With these added functionalities, you can now use the CRM as one of your primary inboxes for consistent communication management.
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Note
Ā - This feature can currently be accessed via Labs.