Aptean CRM add-in for Outlook
by Aptean Inc
Aptean CRM Outlook add-in for the new Outlook
This Aptean CRM add-in for Outlook allows you to
Record existing email messages to Aptean CRM as Activities
Send existing calendar events to Aptean CRM as Activities
Be prompted to send the email message / meeting invite to Aptean CRM as an Activity when you send a new email message / meeting invite
Launch event disclaimer: This offer enables LaunchEvents functionality. While you sending a email or a appointment, it will try to pop up a dialog to ask you if you want to record the email to Aptean CRM.
Smart alerts disclaimer: This offer enables Smart Alert functionality. It will try to pop up a dialog to ask you if you want to record the email to Aptean CRM. You can enable or disable the dialog in Aptean CRM configuration.
If you are new to Aptean CRM and want to have a account. Please see https://www.aptean.com/en-US/support for more information.
App capabilities
- Can send data over the Internet
- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
- The user sends an email.
- The user sends an event invite.