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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- 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
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Connect Outlook
the CRM 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.