User Guide
- Evangeline Cruz
The iEnterprise Outlook Add-in for your CRM* is an easy to use tool for either Specific or Automatic email association!
Automatically detects the sender of a message and saves it in your CRM with a single click. Also saves sent messages with a single click.
When you get a message from a contact not in CRM* you can create an account, contact or lead directly from your mailbox.
When you are in Outlook you can easily and automatically see all the related items in CRM* including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM* to get even more information.
All the add-in has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.
Currently supporting CRM* :
iEnterprise CRM
Dynamics 365®
SugarCRM®
Zoho CRM®
Netsuite **
Important note
Any feature that involves creating or adding records to your CRM require a License Purchase after the free-trial period.
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.
** Connector for Outlook and Netsuite may have differences in some of the features and UI.
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