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Updating Purpose/Result/Associated Entities from Outlook WPCRM ribbon

Updating Purpose/Result/Associated Entities from Outlook WPCRM ribbon

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Updating Purpose/Result/Associated Entities from Outlook WPCRM ribbon

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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.

 

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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.