With the Microsoft Outlook Plug-In, users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects and work offline or from a mobile device.
This video provides the ability to perform the following actions:
– Synchronize emails, contacts, appointments and tasks between Outlook and SugarCRM;
– Archive email items from Outlook with Sugar accounts, bugs, cases, contacts, leads, opportunities and projects;
– View Sugar records from within Outlook;
– Create Sugar accounts, bugs, cases, contacts, leads and opportunities.
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