Why This Matters
Saving an Outlook email directly to your CRM without leaving Outlook matters because it keeps the whole conversation—emails, attachments, and next steps—in one searchable record linked to the right client. It makes compliance and audits easier by providing a complete, time-stamped trail that fits retention policies. It also saves time and reduces back-and-forth, so advisors can respond faster and keep clients engaged. In short, saving from Outlook helps you stay organized, stay compliant, and maintain a reliable activity history.
Learning Objectives
After completing this unit, you’ll be able to:
- Save an email from Outlook to a Maximizer entry.
- Install and turn on the Email, Task, Calendar, and Contacts Sync.
- Create a Lead from an email.