Link to Other CRM Records

An email can also be added to all other objects on the CRM besides Contacts and Leads.  

An email does not have to be associated to a Contact or Leads to be able to link to other objects.

1.  On Outlook, go to your Inbox.

2.  Select an email to open.

3.  On the Email Connector panel, notice that a search is running to check if sender is a contact/lead on the CRM.

     If it is, then the details of the contact/lead is displayed on the panel.  If not Add to Contacts or Leads, if desired.

4.  If Email is found on CRM, then status is displayed as "Email added to ... ".

6.  From the dropdown select from the list of modules available from the CRM.

7.  If the module is already selected, Enter the object's main field  (such as Opportunity name) on the search bar. Select the record if found.

You may also filter the list by toggling to "My records only".

Some modules, like Opportunities, have a filter by status.

8.  The Email Connector Add-on panel refreshes and the object selected is displayed at the bottom.