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- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Connect Outlook
Tall Emu offers an Outlook integration that helps you stay on top of activity by syncing emails, calendars and contacts between Outlook and CRM. Our Outlook add-in brings CRM into Outlook and lets you quickly view customer history, financials and more.
If you’re in trial and you use Outlook, we’d recommend setting up this integration. It’s super handy and it’ll let you experience the benefits of connectivity and sync.
If you’ve just purchased a subscription, installing the Outlook Add-In will streamline opportunity creation and show important data when you need it most.
Please Note: Our Outlook Add-In is optimised for Windows PC. Unfortunately our Add-In and installer are not yet compatible with Mac, tablets or mobile devices.
It’s easy to install. You can download the Outlook Add-In here:
Once downloaded, simply run the installer, follow the prompts to enter your username and password (please ensure you use your CRM Login Details rather than your Outlook Login Details). If you get stuck, we have dedicated help files which you can access HERE.