new
Conversations π¬
π¬ Additional Capabilities for Outlook 2-Way Sync
Whatβs New?
π Sync your Outlook mailbox and CRM effortlessly by connecting 2-way sync! π
New Contacts:
- You can now create new contacts directly from your Outlook mailbox π€©
- Add the βAuto BCCβ address to the CC or BCC field while sending an email in Outlook.
- π₯ Your contact will be automatically created, along with the conversation in the CRM.
Existing Contacts:
All emails sent π€ from your Outlook mailbox to existing contacts will be visible in CRM.
All Incoming emails from existing contacts are automatically imported into CRM. π₯
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: Syncing your Outlook mailbox and CRM provides a comprehensive view of interactions for better relationship management.
Efficiency Boost: Creating contacts directly from Outlook saves time, helping you stay focused on tasks.
Primary Inbox: 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
- This feature can currently be accessed via Labs.