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LeadSquared for Outlook

Autor: MarketXpander Services Pvt Ltd

(1 hodnocení)

Manage leads and boost your productivity with LeadSquared for Outlook.

The LeadSquared integration with Outlook lets you experience LeadSquared

right in Outlook.

Benefits

  • Visibility

    View the lead associated to emails and appointments without switching

    between LeadSquared and Outlook.

  • Productivity

    View Lead information inside Outlook.

    Perform necessary actions of LeadSquared in Outlook.

Features

  • Create New Lead if contact does not exist in LeadSquared

    When email is received from a contact, the sales user will get the

    information whether the lead exists in LeadSquared CRM or not. If the

    contact does not exist, the sales user will get the option to add the

    lead in LeadSquared.

  • View lead information for existing leads

    If the contact already exists in the system, then the sales user can

    view the information related to the lead in Outlook.

  • Update lead details

    Sales user will be able to update the lead details from Outlook, and

    updated information will be reflected in LeadSquared.

  • Post activities on leads

    Sales user will be able to post following 5 activities from Outlook-

    • Negative Response to Email
    • Neutral Response to Email
    • Inbound Lead through Email
    • Positive Response to Email
    • Email Unsubscribed

  • Update lead stage

    Sales user will be able to update the lead stage of leads from

    Outlook.

    Changed lead stage will be reflected as an activity against the lead.

  • Manage Tasks

    Sales user will be able to create appointments and To-dos from

    Outlook.

    Sales user will be able to view and modify recent tasks in Outlook.

  • View details in LeadSquared from Outlook

    Sales user will be able to navigate to lead details page in

    LeadSquared from Outlook.


Note: A LeadSquared account is required to use this add-in. The

features will require a paid subscription to LeadSquared. Learn more here:

https://www.leadsquared.com/sales-crm-plans/

Možnosti doplňku

Když se tento doplněk použije, může
  • Posílat data přes internet
  • Tento doplněk může přistupovat a upravovat osobní informace v aktivní zprávě, třeba text, předmět, odesílatele, příjemce a informace o přílohách. Doplněk může tato data posílat službě třetí strany. Ostatní položky ve vaší schránce se nedají přečíst ani upravit.

Rychlý přehled

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https://store-images.s-microsoft.com/image/apps.7337.a937cc83-127f-4032-a435-d8027fafbae2.e30ebf31-7d34-47e0-8aac-fe937c3150fc.c16fcf5c-a740-4070-aa22-c5fafc720708.png
https://store-images.s-microsoft.com/image/apps.61743.a937cc83-127f-4032-a435-d8027fafbae2.e30ebf31-7d34-47e0-8aac-fe937c3150fc.eb98a824-8aeb-4154-951c-488e0c97fece.png
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