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 the CRM, as these will be automatically saved into the CRM.
Prerequisites
You'll first need to install the Save to CRM add-in before you follow the steps in this article
Old Outlook Desktop
Step 1: Click Save to CRM Button
To save an email click on the Save to CRM button within your Outlook with an email open.
Continue to step 2 here.
New Outlook
Step 1: Select an email
By opening an email you wish to save into the CRM you will see action buttons on the right-hand side of the open email appear.
If the CRM logo is showing, select this and proceed to step 2 of this guide here.
If the CRM logo does not appear, select the 'Apps' option. This will open up a pop-up window for you to select Save to CRM.
Step 2: Opening Save to CRM
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.
Note: Any obsolete/dead records in the CRM will appear greyed out, but you'll still be able to save emails to dead records.
Here's an example email saved within the CRM. You'll be presented with the text of the email, any attachments that were also saved and a download button, so you can forward or reply to the email.
Gmail Save to CRM
To download Save to CRM for Gmail, follow this guide here.
Step 1: Open Save to CRM
Once installed, you will see the Prospectsoft logo on the right-hand side of your Gmail screen. Select this to open Save to CRM for Gmail.
You can then log into the CRM by selecting "Connect to Prospect CRM".
You will be automatically signed into Save to CRM using your Google email.
Step 2: Search for a CRM Record
If you have an email open, you will have the option to search for the CRM record you wish to save the email into.
Once you've selected the record you wish to save the email to, click "Save Email to this Record" and the email will be saved to the CRM!
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