Synchronizing tasks from Sage CRM to Exchange

To create a task in Sage CRM and view it in your Exchange mailbox:

1. Create the task in Sage CRM. For more information, see Creating a task.
2. After the next synchronization, open the Tasks folder in Outlook and verify that it includes the task from Sage CRM. The information from the Regarding panel in Sage CRM is displayed in the body of the task in Outlook. Your system administrator can customize this text.