Now use your familiar Email client, Microsoft® Outlook® to connect email messages to your PlanPlus Online Contacts, Organizations and Opportunities. The new PlanPlus Online Email Connector seamlessly connects “New and Existing” email messages within Outlook to Professional and Business Editions of PlanPlus Online. No longer will a 3rd party email client be necessary to manage contacts and sales opportunities.
- Look up contacts and contact lists
- Transfer an email to an Opportunity
- Create a new contact and transfer to an Opportunity
- Create a new appointment or task from an email
- Attach Outgoing email as a note to Organizations or Contacts
- Attach email to Projects as new task
- Attach Incoming emails as a note to Organizations or Contacts
PlanPlus Online Email Connector easily keeps track of your Microsoft® Outlook® email history within PlanPlus Online Contacts, Organization, and Opportunities. Requires a PlanPlus Online Sales or Business Account.
- Microsoft Outlook® 2010, 2007 (English only)
- Microsoft Windows® Windows 7, Vista, XP
- Microsoft .Net 3.5 (downloads during installation)