Updating Purpose/Result/Associated Entities from Outlook WPCRM ribbon |
|||
Updating Purpose/Result/Associated Entities from Outlook WPCRM ribbon |
1.Go to your Microsoft Outlook.
2.Select the Task or Appointment/Meeting who you would like to update.
3.Once opened, click on the WPCRM tab. The WPCRM ribbon will display.
4.Here you can link the synced item to Opportunities or Goals. You can set the purpose of the item as well as the result.