Why This Matters
Most people spend a generous portion of their time working out of Outlook. For some people, switching between their CRM and their email client can be tedious and not conducive to being productive. We will show you how easy it is to work in Maximizer from the Outlook inbox. Saving you time and eliminating the need to switch between platforms.
Learning Objectives
After completing this unit, you will be able to:
- Save an email to an Opportunity or Client Service Plan.