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OA Life + CRM Email

di OA Life & CRM

Enterprise add-in for creating email templates and managing mails in OA Life & CRM application

Enhance your productivity with our Enterprise Outlook Add-In designed for the existing users of Online Application Life + CRM. The access to the Outlook add-in needs to be setup for the existing users of the CRM .To get setup please raise a support ticket in the CRM system. Once the access is enabled at the broker firm and user levels, simply install the add-in in MS Outlook to access and modify email templates directly from the CRM. Your login allows you to get access to your existing clients from the CRM, ensuring a seamless experience for creating and saving emails. You can also use it to create new emails against clients and also save updates to them or lock them from editing by sending the email.

Funzionalità dell'app

Quando questa app viene usata,
  • Può inviare dati tramite Internet
  • Questa app può leggere o modificare il contenuto di qualsiasi elemento presente nella cassetta postale e creare nuovi elementi. Può accedere alle informazioni personali, ad esempio corpo del messaggio, oggetto, mittente, destinatari o allegati, incluse in qualsiasi messaggio o elemento del calendario. Consulta l'informativa sulla privacy dello sviluppatore per maggiori dettagli su come vengono gestite ed elaborate le informazioni personali.

In uno sguardo

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