Sending and CRM

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Revision as of 17:14, 14 June 2021 by Sagecrmw (talk | contribs) (Created page with "To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window. The normal outlook send will not store anything int...")

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To send an email and store it into CRM a user must send using one of the Accelerator buttons in the email compose window.

The normal outlook send will not store anything into CRM.

There are 2 buttons.

A. Send and Save

B. Prompt and Send

A. Send and Save

B. Prompt and Send

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