Why This Matters
While most of us gripe about how many emails we must manage every day, the fact is, most of us live in our Outlook application.
And because you spend so much time in Outlook, Maximizer wants to increase your efficiency by ensuring you can keep working in Maximizer....while you're still in Outlook!
Adding new Contact or Lead records, updating those records and ensuring key emails make it into Maximizer, are all part of the functionality of the Outlook: Maximizer plugin.
Learning Objectives
After completing this unit, you should be able to:
Capture an email from someone in your Maximizer database.
Create a new Lead in Maximizer from an email.
Auto save emails from one email address.
Add a note to a Maximizer record from Outlook.