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CRM 10 Training: Outlook Integration

October 17, 2019 03:00 PM - 04:00 PM CDT

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.

 

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