Getting started
- Evangeline Cruz
Here are some tips to get you started. More details are found on each clickable link.
Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors.
1. Install the Outlook Add-in (if you haven't already)
2. Login to your CRM* (use your username and passwords and some specific URL to your CRM* may be asked)
3. On outlook, open an email. Sender details display (if sender is already a contact/lead on your CRM*)
If there is an open Opportunity/Case and other related objects for this sender, they will also be displayed.
4. Open the Contact/Leads forms to see more details directly from your mailbox.
5. Associate your Emails (add) to contacts or leads on your CRM*
6. If sender is not found, Add sender as a contacts or leads to your CRM*
7. You may also want to Link the email to other records.
8. View Social Media profiles of the sender, if desired.
9. 7-day Free Trial is initially offered then it goes back to the free version with limited features.
10. To keep using all the features without interruptions, go to Billing Page to Purchase the Unlimited Version.
Currently supporting CRM*
- iEnterprise CRM
- Salesforce.com®
- Dynamics 365®
- SugarCRM®
- Zoho CRM®
- Netsuite **
- Monday.com®
- HubSpot CRM
** Connector for Outlook and Netsuite may have differences in some of the features and UI.
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