Lite Outlook Integration menu options

When you install the Lite Outlook Plugin, a Sage CRM ribbon is displayed in Outlook. When you click a button on the ribbon and you are not already logged on to Sage CRM you're prompted to log on. Enter your Sage CRM user name and password and click OK.

For more information on how to install the Lite Outlook Plugin, see Installing the Lite Outlook Plugin.

Option	Location / Description
File email	Lets you file one or more selected Outlook emails to Sage CRM.
Add contact	Lets you add a selected Outlook contact to Sage CRM.
Help	Launches Sage CRM help for Lite Outlook Integration.
About	Plugin version information.