Task Sync Overview

Overview

Maximizer's Outlook integration simplifies task management for sales and marketing professionals using Microsoft accounts. Exclusively designed for Microsoft Outlook 365, this tool ensures your To Do lists stay in sync between Maximizer and Outlook, so you can focus on what matters most—delivering exceptional customer service.

Key Benefits:

• Seamless Task Synchronization: Automatically sync tasks between Maximizer and your chosen Outlook To Do List, keeping everything up-to-date.
• Efficient Task Management: Easily access and manage tasks from both Maximizer and Outlook, ensuring you stay organized and productive.

Prerequisites

• You should be a Maximizer Base or SLE client.
• You should be on Maximizer version M6 2024 or higher.
• You should have a Microsoft Outlook 365 account.
• Mandatory properties to sync tasks:
  • Maximizer – the task subject must not be empty.
  • Outlook – the task title must not be empty.