Last updated on OCTOBER 10, 2016
Applies to:Outlook Email Integration
Information in this document applies to any platform.
Language: English-American Course Length: 10 minutes
Designed for all users, this course walks you through downloading and using Outlook Email Integration client. Follow the easy steps for managing your emails, tracking your activities, and creating records in CRM On Demand while working in Microsoft Outlook.
This course covers these topics:
• Download the OEI Software
• Look Up CRM On Demand Data (email addresses) from Outlook
• Create and Add a New Contact to CRM On Demand from Outlook
• Link Email Messages to CRM On Demand Records
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