Outlook integration for Leads
Add the ability in Outlook to save the following to leads also:
Received Emails
Contacts
Sent emails
18
votes
Jon Arancio
shared this idea
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Jon Arancio commented
Should also allow a user to create a lead from an Outlook Contact. The Outlook add-in will allow a user to create a contact from an Outlook Contact but not a lead. (Oddly, the lead can be created from an Outlook Email but not an Outlook Contact.
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Jin Yu commented
Outlook integration supporting saving emails to leads has been implemented in Maximizer CRM 2019 R2 release. You can also create a new lead based on an Outlook email. R2 release is only available to CRM Live customers. On premise customers will get these functions in R3 release which will come sprint 2019.