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Handling Inbound E-mails

If you have the Outlook Plug-in for either Exchange Integration or Classic Outlook Integration installed, then you can use the File E-mail button from Outlook to file an inbound e-mail communication with the customer record in CRM. Please refer to Filing E-mails from Outlook to CRM (Classic Outlook Integration) or File E-mail for more information.

If E-mail Management is set up on your system, inbound e-mails can automatically get filed against the matching person or company record. Please refer to Filing Inbound and Outbound E-mails for more information. Please refer to Linking E-mail Correspondence to a Customer for more information.

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See Also:

Filing Inbound and Outbound E-mails

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

Handling Inbound E-mails

Document Drop

File E-mail