What is the Save to CRM Add-in & how does it help?
Outlook and Gmail add-ins provide solutions to help you better interact with emails from Outlook and Gmail and complete tasks on your messages and appointments without leaving the apps.
With our "Save to CRM" Add-ins, you can quickly and easily save emails from your Outlook desktop, Outlook web, or Gmail inbox into Prospect CRM so all correspondence is saved in the CRM. This means that all CRM users can see all email interactions with a customer at any time.
How do I get the Save to CRM Add-in?
Depending on which email client you use, check out the guides below on how to install the Save to CRM Add-in for Outlook (web or desktop) or Gmail:
How do I use the Save to CRM Add-in?
Once you've installed the Save to CRM Add-in for your email client, check out the steps in this guide on how to use it!