Microsoft Outlook: Difference between revisions
From Apps for Sage 100
Acs100Admin (talk | contribs) No edit summary |
Acs100Admin (talk | contribs) No edit summary |
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Default values like the Customer Name, Contact Name and email will be filled in. | Default values like the Customer Name, Contact Name and email will be filled in. | ||
[[File:Sage 100 new prospect.png| | [[File:Sage 100 new prospect.png|300px]] | ||
This data can be edited later on also. | This data can be edited later on also. | ||
Revision as of 09:13, 25 March 2024
When you open the task pane click the Pin to keep it open.
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We are now assuming the task pane is pinned.
Clicking on an email will trigger the system to check for a match in the Sage 100 data
If a match is found the summary will display
You can then Save the Email as a "Touch point" against the entity.
When there is no match found the system will Prompt to create a new "Prospect".
Default values like the Customer Name, Contact Name and email will be filled in.
This data can be edited later on also.
