Associate Inbound Emails

link incoming emails in outlook to corresponding contacts or leads within your crm system this process makes relevant crm details visible directly within your outlook interface on outlook's inbox, open an email on the email connector panel, notice that a search is running to check if sender is a contact/lead on the crm if a match is found, then the details of the contact/lead is displayed on the email connector panel if there are any related objects like opportunities, cases or any custom modules, these will also display on the sidebar if email is found, then status is email added to if the email is not found on crm, click add button next to log email to ? status is changed to email added to the open button displays you may click to open the email on the sidebar click open in fullscreen to open the email record directly from your crm email is now added to your crm under this contact or lead