Save to CRM can be added to your Outlook desktop app or web application. By installing the Save to CRM add-in, you can save incoming emails to the appropriate CRM record. For outgoing emails, we'd recommend sending emails via Prospect CRM, as these will be automatically saved into the CRM.
- You'll first need to install the Save to CRM add-in before you follow the steps in this article
Step 1: Click Save to CRM Button
To save an email click on the Save to CRM button within your Outlook.
By clicking the Save to CRM button a side panel will appear within Outlook. The Save to CRM add-in will try to suggest some relevant CRM records based on the email being saved:
- CRM Contact that has the same email address that this email is from
- CRM record that you last saved an email to
- CRM record that someone last saved an email to
- Your most recently accessed CRM record
Step 2: Search for Record
If you need to save this email against an alternative CRM record, click on the 'Find' option.
Here, you can search for the CRM record that you wish to save this email to. Please note: you'll need to select the appropriate hierarchy level that you wish to search within.
Once you've found the required CRM record, click the 'Save to CRM' button and a copy of the email will be saved in the CRM. Please note: there is a 1MB storage limit for each email being saved.
Here's an example email saved within the CRM, you will be presented with the text of the email, any attachments that were also saved & a download button, so you can forward or reply to the email.