CloudLink Ideas Portal

Have outlook communicate directly with CRM plus more

Could the saleslink calendar merge with the outlook calendar? Could we get an email reminder when a follow up is due or scheduled? Also other platforms connect to outlook and when a rep sends an email to a customer it automatically records that email to the customer profile as an activty. Is this something that could also be integrated?

  • Janet Perry
  • Jan 3 2024
  • Already exists
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save a week of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

multiple sources of information

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  • Admin
    David Vuong commented
    March 19, 2024 20:32

    Integration with Outlook Calendar already exists today



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