LeadSquared for Outlook
από MarketXpander Services Pvt Ltd
Manage leads and boost your productivity with LeadSquared for Outlook.
The LeadSquared integration with Outlook lets you experience LeadSquared
right in Outlook.
Benefits
Visibility
View the lead associated to emails and appointments without switching
between LeadSquared and Outlook.
Productivity
View Lead information inside Outlook.
Perform necessary actions of LeadSquared in Outlook.
Features
Create New Lead if contact does not exist in LeadSquared
When email is received from a contact, the sales user will get the
information whether the lead exists in LeadSquared CRM or not. If the
contact does not exist, the sales user will get the option to add the
lead in LeadSquared.
View lead information for existing leads
If the contact already exists in the system, then the sales user can
view the information related to the lead in Outlook.
Update lead details
Sales user will be able to update the lead details from Outlook, and
updated information will be reflected in LeadSquared.
Post activities on leads
Sales user will be able to post following 5 activities from Outlook-
- Negative Response to Email
- Neutral Response to Email
- Inbound Lead through Email
- Positive Response to Email
- Email Unsubscribed
Update lead stage
Sales user will be able to update the lead stage of leads from
Outlook.
Changed lead stage will be reflected as an activity against the lead.
Manage Tasks
Sales user will be able to create appointments and To-dos from
Outlook.
Sales user will be able to view and modify recent tasks in Outlook.
View details in LeadSquared from Outlook
Sales user will be able to navigate to lead details page in
LeadSquared from Outlook.
Note: A LeadSquared account is required to use this add-in. The
features will require a paid subscription to LeadSquared. Learn more here:
https://www.leadsquared.com/sales-crm-plans/
Δυνατότητες εφαρμογής
- Δυνατότητα αποστολής δεδομένων μέσω Internet
- Η παρούσα εφαρμογή έχει τη δυνατότητα πρόσβασης σε προσωπικές πληροφορίες στο ενεργό μήνυμα, όπως το κυρίως σώμα, το θέμα, τον αποστολέα, τους παραλήπτες και πληροφορίες συνημμένων, καθώς και να τις τροποποιεί. Δεν είναι δυνατή η ανάγνωση ή η τροποποίηση άλλων στοιχείων στο γραμματοκιβώτιό σας. Εξετάστε την πολιτική προστασίας προσωπικών δεδομένων του προγραμματιστή για περισσότερες λεπτομέρειες σχετικά με τον τρόπο διαχείρισης και επεξεργασίας των προσωπικών πληροφοριών.