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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.