https://store-images.s-microsoft.com/image/apps.13698.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.11d5c698-787d-4ca3-9901-f40324f62e46.png

iGlobe Outlook Add-in for iGlobe CRM Office 365

Autor: iGlobe

(1 hodnocení)

Manage your customer in iGlobe CRM directly from Outlook on any device

iGlobe CRM Outlook Add-in is a free Outlook add-in for iGlobe CRM Office 365. The Add-in can only be used with a valid iGlobe CRM Office 365 license. NOTICE, this Add-in from the Store only support Outlook for Windows, MAC clients and Web mail. 

iGlobe Outlook Add-in provide you with three Add-ins

  • Outlook CRM
  • iGlobe Contact
  • Meeting Helper

iGlobe Outlook Add-in provide you with the following key features; 1. Mails you receive and 2. Mails you send.

  • For mails you Receive, iGlobe Outlook Add-in will let you, directly from Outlook;

    • Save the email in iGlobe CRM
    • Create a company and a contact in iGlobe CRM
    • Edit and update a contact and company in iGlobe CRM
    • Create a note and opportunity
    • Get an overview or the resent activities, like, e-mails, notes, meeting reports and opportunities
    • Save an email on a selected contact
    • Save the email and relate to an opportunity (SSO)

With a seamlessly integration to Office 365 Planner you will be able to create a Planner task directly from the Add-in. Assign the task to yourself or a colleague. When you create a task a link to the contact you have selected on the mail will automatically be added to the task.

  • For mails you send, iGlobe outlook add-in will let you;

    • Check if the receiver exists in iGlobe CRM
    • Add recipients to your mail, both into the To or Cc Fields
    • Select if you want the mail to be saved on receivers from both the To or Cc Fields
    • Save an email on a selected contact
    • Save the email and relate to a pipeline (SSO)

The dream of one platform for your CRM where one click will do the trick is now a reality!

iGlobe CRM Outlook Add-in is a part of several Add-ins that are included with a valid iGlobe CRM Office 365 license

Support and user guides

This Add-in is optimized to iGlobe CRM version 5.0.0.3 and above.

Možnosti aplikace

Když použijete tuto aplikaci
  • Posílat data přes internet
  • Tato aplikace může číst nebo upravovat obsah libovolné položky ve vaší poštovní schránce a vytvářet nové položky. Může přistupovat k osobním informacím – například k textu, předmětu, odesílateli, příjemcům nebo přílohám – v jakékoli zprávě nebo položce kalendáře. Může tato data posílat službě třetí strany.

Rychlý přehled

https://store-images.s-microsoft.com/image/apps.7928.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.7f2339f1-9a36-47f6-a9b8-5fedbb2ae9cd.jpeg
/staticstorage/9929a2a/assets/videoOverlay_7299e00c2e43a32cf9fa.png
https://store-images.s-microsoft.com/image/apps.7928.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.7f2339f1-9a36-47f6-a9b8-5fedbb2ae9cd.jpeg
https://store-images.s-microsoft.com/image/apps.11242.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.81d31363-4564-41a9-a6df-13186413ad1c.jpeg
https://store-images.s-microsoft.com/image/apps.50220.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.8c3e54e8-5651-45d8-a3e8-2c5a6e88e22c.jpeg
https://store-images.s-microsoft.com/image/apps.2882.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.5a57be3b-36cd-45c1-a04c-ce3a43a567b2.jpeg
https://store-images.s-microsoft.com/image/apps.45017.b7ff547d-784d-4960-9d5c-2e60c803bf5e.b3ff7a82-1286-4734-948d-a501d74b2cb1.edb64cd3-84f6-453a-b921-436cc4c26bcb.jpeg