What’s New? 

Sync your Outlook mailbox and CRM effortlessly by connecting 2-way sync! 

New Contacts:

• You can now create new contacts directly from your Outlook mailbox 
• Add the ‘Auto BCC’ address to the CC or BCC field while sending an email in Outlook. 
•  Your contact will be automatically created, along with the conversation in the CRM.

Existing Contacts:

• All emails sent  from your Outlook mailbox to existing contacts will be visible in CRM.
• All Incoming emails from existing contacts are automatically imported into CRM. 

Where can you find this?

• Under the sub-account settings in the ‘My Profile’ section, you can see Auto BCC Sync address.
• This is unique to each user’s email and location.

How does it help?

• Enhanced Visibility: Syncing your Outlook mailbox and CRM provides a comprehensive view of interactions for better relationship management.
• Efficiency Boost: Creating contacts directly from Outlook saves time, helping you stay focused on tasks.
• Primary Inbox: With these added functionalities, you can now use the CRM as one of your primary inboxes for consistent communication management.

 Note – This feature can currently be accessed via Labs.