Sending and CRM
From Accelerator for SageCRM
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
This button will match the email using a tag if present and if not then using the email address. No dialog will be seen.
B. Prompt and Send
This button will match the email using a tag if present and if not then using the email address. The match will be seen on the top with an icon.
