Basic Sales Addin for dailypoint
by Toedt, Dr. Selk & Coll. GmbH
Connect the power of the dailypoint platform to Outlook and level up your productivity.
Connect your Outlook to the dailypoint MDB to enhance the features of Basic Sales, to import your tasks into Outlook, and the Message Center, where you can save your emails.
This will save you time as you can save your customer's orders or communications and can use the Message Center to oversee everything.
Importing your tasks will help you to keep an eye over every activity that was assigned to you in Basic Sales.
Start the Outlook-Add-In while reading e-mails to execute specific functions.
- Save the currently selected email to the MDB “MessageCenter”.
- Get all future activities from the MDB „Sales Tasks“ and add them to outlook calendar.
- Log-out the currently logged in MDB-user and opens a dialog to log in another user.
The use of this product requires an user for the dailypoint MDB and therefore is only useable by enterprises which bought our services.
If you are interested in enhancing your CRM software please contact us via our contact form on our homepage: https://www.dailypoint.com/
We are currently working on updating our manula to help you use the add-in but you can contact our support if you have any questions regarding the add-in.
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.