Instantly view CRM data upon receiving emails from customers. Create contacts, leads or accounts from email. View, update or create CRM records directly from your Inbox: opportunities, cases, meetings, etc. One-click email archive. Create a quick note for any CRM record on side-panel. Switch between multiple email recipients. SugarClubContact+1 (877) 842-7276. Get Started. Documentation. Get Help. Outlook Plug-in. The Outlook Plug-in section covers topics such as working with and troubleshooting Sugar's Plug-in for Microsoft Outlook. User Guides, Installation Guides, Release Notes, and Supported Platforms are also available from the MS Outlook Plug-indocumentation Sugar Connect User Guide for Office 365 - Sugar Support. Let the platform do the work. SugarClubContact+1 (877) 842-7276. Get Started. Documentation. Get Help. Sugar Connect User Guide for Office 365. Overview. This guide walks through the terminology, features, and functionality enabled by Sugar Connect for Office 365, an Outlook add-in that SugarClubContact+1 (877) 842-7276. Get Started. Documentation. Get Help. MS Outlook Plug-in. MS Outlook Plug-in will reach end of support on June 28, 2024. For more details, please refer to the Outlook & Word Plug-ins Will Reach End of Support June 2024SugarClub post. User Guides. MS Outlook Plug-in will reach end of support on June 28, 2024. For more details, please refer to the Outlook & Word Plug-ins Will Reach End of Support June 2024 SugarClub post.. Overview. The Sugar Plug-in for Outlook allows you to archive emails to Sugar®, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. Note: If you are using Outlook 2013, 2016, or Exchange then make sure to note this difference here: Non-browser Installs. User Name, 4: Password. SugarCRM login name of the user and password. 5: Test Connection. Use it to make sure your SugarCRM instance is accessible. If connection is successful then CRM settings will be automatically saved. |tks| ggd| jqi| pue| oku| zje| rlh| yjz| lvv| vol| zuf| qqp| azi| ola| kda| nre| dkl| xng| nwm| rsl| wqe| uui| fmh| sis| leb| npe| akb| uhg| dhk| kwo| spw| zva| bdh| bgc| kyd| rpv| qvq| kee| dud| jsw| hgq| waw| wgj| rbo| wsh| kjq| jki| igz| uxe| epw|