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Synchronizing Emails between Outlook and WPCRM

Synchronizing Emails between Outlook and WPCRM

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Synchronizing Emails between Outlook and WPCRM

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1.Go to you Microsoft Outlook Inbox.

2.Find, and open, the email you'd like to sync to WPCRM.

3.If the sender of the email is already on WPCRM, the email will be automatically associated with the contact.

4.To manually synchronize an email with the WPCRM system, click the WPCRM ribbon in your Microsoft Outlook. Then click the Sync with WPCRM button.

 

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5.Once the email has been synced, a purple bar saying Synced with WPCRM will display across the top of the email.

 

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