How do I sync Outlook Emails with LeadMaster?

The Outlook CRMTool can be configured to automatically sync Contacts and Events with LeadMaster – for Emails, users have two options for integrating email with the CRM:

1. Send & Log –  for Outgoing emails sent from LeadMaster – displayed on the actual “Compose Email” page. The Send & Log Button checks for a matching record associated with the recipient’s email address in a single instance.

2. Log Message  – for incoming emails. The button is displayed on the actual Email page. The Log Message button checks for a matching record associated with the email address of the Sender of the existing mail and logs the email at the contact level in LeadMaster. 

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