It includes a detailed log of the email conversation, including when and by whom the request was approved or declined. The approval log is presented inside FrontEnd as well as in the CRM record. The approval tool allows you to request approval via Outlook, capture all email correspondence with your sales manager or designated approvers, and generate an approval log inside the related CRM record. Often, you need to obtain your sales manager’s approval before taking an action such as offering a discount or sending a quote to a customer. Approval Tool Request approval via Outlook, capture correspondence and generate approval log The log is presented inside FrontEnd as well as in the CRM record. ![]() The collaboration tool allows you to initiate an internal email session where all emails that are sent by any participant in the conversation, are captured and organized as a collaboration log inside the related CRM record. These email discussions contain important information that should become part of the CRM record for future reference or audit trail purposes. Prior to sending a quote or an invoice to a customer, you often need to gather information from your colleagues, sales manager or other departments e.g.: shipping or finance. Choose between ‘Tethered’ (online) mode or ‘Non-Tethered” mode where data is synced and cached on the desktopĬollaboration Tool Collaborate with your colleagues via Outlook and capture important internal email discussions.Sync CRM records assigned to you or to your team / security group.Sync only the freshest and most relevant CRM data. ![]() Sync your custom CRM modules and fields. ![]()
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