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OA Life + CRM Email

de 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.

Capacitățile aplicației

Atunci când această aplicație este utilizată,
  • Poate să transmită date prin internet
  • Această aplicație poate citi sau modifica conținutul oricărui element din cutia poștală și poate crea elemente noi. Acesta poate accesa date cu caracter personal - cum ar fi corpul, subiectul, expeditorul, destinatarii sau atașările - din orice mesaj sau element de calendar. Consultați politica de confidențialitate a dezvoltatorului pentru mai multe detalii despre modul în care sunt gestionate și procesate informațiile personale.

Dintr-o privire

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