Filing Inbound and Outbound E-mails

You can carry out basic filing of e-mails from Outlook to CRM using the Outlook Plug-in for either Exchange Integration or Classic Outlook Integration. Please refer to Filing E-mails from Outlook to CRM (Classic Outlook Integration) or File E-mail for more information.

If your System Administrator has set up CRM to use the E-mail Management functionality, additional automated e-mail filing is available to you.

Go to E-mail home page...

See Also:

Filing E-mails from Outlook to CRM (Classic Outlook Integration)

File E-mail

Handling Inbound E-mails

Document Drop

E-mail Out

E-mail In

Rules Applied to E-mail Handling