CRM: Associate emails with a record in Outlook

CRM: Associate emails with a record in Outlook

We have introduced an option to Associate Emails of Leads or Contacts with their records in CRM using the Microsoft Outlook Plug-in. 

When an email is received, an option called "Associate Email" will be displayed in the Outlook account. By clicking on it you can associate the email with the record that will be displayed in the related list in CRM. An email can be associated with only one record at a time. However, a record can have multiple emails associated with it: from the same or different email addresses.

For example, if a customer replies to your email you can associate that email with their record. Similarly if the same customer sends another email with respect to a campaign, that your organization ran, then you can associate that email to the record as well. In brief, you can maintain a list of email communications related to the person in one place.




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