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Creating a task in Outlook, then syncing

Creating a task in Outlook, then syncing

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Creating a task in Outlook, then syncing

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1.Go to your Microsoft Outlook Tasks.

2.Click the New Tasks button.

 

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3.The New Task window will display. Enter the task info. Then click the WPCRM tab, and click the Sync with WPCRM button.

 

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4.Click the Save button when finished.

 

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5.Once the Task has been synced, you will see on your task list, under Categories, a purple rectangle with Synced with WPCRM to the right of it.

 

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