RealNex CRM
oleh 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)
Kemampuan aplikasi
- Dapat mengirim data melalui Internet
- Aplikasi ini dapat mengakses dan mengubah informasi pribadi di pesan aktif, seperti isi, subjek, pengirim, penerima, dan informasi lampiran. Item lainnya di kotak surat Anda tidak akan dibaca atau diubah. Tinjau kebijakan privasi pengembang untuk mengetahui informasi selengkapnya tentang cara pengelolaan dan pemrosesan informasi pribadi.