RealNex CRM
avaldaja RealNex
Add and Update basic contact information from your Outlook Emails to your RealNex CRM.
The RealNex CRM Outlook Add-In provides our subscribers with the ability to quickly create or update contacts in their CRM account from contacts found in an email message managed by Outlook.
Features:
• Parsing the To, From, CC fields and message body for Emails and Contacts.
• Bulk Submission – Only Email and Contact Name is submitted
• Individual Contact Submission with Additional Detail – Single contact submitted but can define
o Contact Type(s)
o Title
o Modify / Edit Detected Full Name, First and Last Names
o Phone Numbers
o Website
• Contact(s) can be associate to an existing or new Company
• Contact(s) can be associate to 1 or more groups
• Contact(s) can be associated to 1 or more Projects as a Lead to each
• Contact(s) can be associated to a Team
• The email that contact(s) were derived from is created as a history in the CRM IF it doesn’t exist already. The history is linked to related Contact(s), and if defined, a Company, group(s)
Rakenduse võimalused
- Saata andmeid Interneti kaudu
- See rakendus pääseb juurde aktiivses sõnumis olevatele isikuandmele, nagu sisu, teema, saatja, adressaadid ja manuste teave, ning saab neid muuta. Muid teie postkastis olevaid üksusi ei saa lugeda ega muuta. Lisateavet selle kohta, kuidas isikuandmeid hallatakse ja töödeldakse, vaadake arendaja privaatsuspoliitikast.