Filing inbound and outbound emails

If the Outlook Plugin for either Exchange Integration or Classic Outlook Integration is installed, you can use File Email from Outlook to file an inbound email communication with the customer record in Sage CRM. For more information, see Filing emails using Classic Outlook Integration.

If your system administrator has set up Sage CRM to use the E-mail Management functionality, inbound emails are automatically filed against the matching Person or Company record.

• Outbound email
• Inbound emails
• Rules applied to email handling