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CRM Training: Outlook Integration

August 17 @ 3:00 pm - 4:00 pm CST

In this free CRM training course, we will cover the following OnContact Outlook Integration features:

  • Log into Toolbar/Basic Setting
  • Send & Record Inbound/Outbound Email
  • Create Outlook Appointments & Tasks from Activities
  • Create Activities from Appointments & Tasks
  • Send Email from Activity
  • Email Merge
  • Send Contacts to Outlook

OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this CRM overview is designed to complement standard End User Training, not replace it.

Details

Date:
August 17
Time:
3:00 pm - 4:00 pm
Event Categories:
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