Documents, Libraries and Email Integration
Find out how to use CRM to create, save, import & export documents.
By Jessica and 2 others3 authors20 articles
- Frequently used Merge FieldsA list of frequently used CRM merge fields available to document & email templates.
- Sales History Import ChecklistOverview checklist for importing sales history data into the CRM.
- How to Merge Linked Product Library Files to Document TemplatesLearn how to dynamically merge linked Product Library files to your Document Templates.
- Embedding Fonts in Word Documents for PDFsEnsure your PDF files use your selected Word font by embedding the font.
- Sending, Forwarding & Replying to an Email from the CRMThis article will outline how to send an email from within the CRM.
- Managing Email AttachmentsThis article outlines how to manage your email attachments when sending emails via the CRM.
- Marking Documents as Important/Pinning DocumentsHere are some ways you can make your Documents stand out so they don't get missed!
- Installing Save To CRM Add-in for GmailThis article will walk you through how to install the Save to CRM add-in for Gmail.
- Adding a Document to a RecordThis article outlines how you can add a document and create a document template against a record within the CRM.
- Uploading a Photo Using a Mobile DeviceThis article outlines how to upload a photo to the CRM, using a mobile device.
- Re-installing Save to CRM Add-inA guide on how to re-install the Save to CRM Add-in within Outlook.
- Using the Save to CRM Add-inSave incoming emails into the CRM using the Outlook or Gmail Save to CRM Add-in.
- Categorising Saved Emails Using Save to CRM Add-inThis article explains how to categorise your saved emails using the Save to CRM Add-in.
- Install the Prospect CRM Add-in for WordThe Prospect CRM Add-in for Word helps you create Word templates & easily add search & replace fields
- Adding Images to your Email SignatureLearn how to add images such as your logo to your email signature.
- AI Email GenerationLearn how to edit, improve, or generate content with the AI-powered editor.
- AI Sentiment AnalysisLearn how to enable and use AI Sentiment Analysis to assess customer tone and urgency in emails.
- Save to CRM Outlook & Gmail Add-insThis article summarises the benefits of using the Save to CRM Add-ins from Outlook and Gmail and how to install them!
- Setting up your Outlook Calendar Integration (Preview)It's quick and easy to set up integration to your Outlook calendar. Let us show you how...
- Microsoft Office IntegrationsDiscover which Microsoft Office apps the CRM integrates with.