CRM Vision

by YourVisionMicrosoft 365Price not published

Add received and sent email messages to the CRM Vision system.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
CRM Vision — cover image

What it does

Adds received and sent email messages to CRM Vision. The extension uses the sender or recipient email address to find a matching contact. It creates an email event with the message date, content, and attachments. CRM Vision paid access or a free trial, plus company ID, login, and password settings, is required.

Key capabilities

from the Microsoft Marketplace listing

Email import

Adds received and sent email messages to CRM Vision.

Contact matching

Finds a CRM Vision contact using the sender or recipient email address.

Email event creation

Creates an email event containing the message date, content, and attachments.

In the catalog

480 plugins in Sales

Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Celem instalacji rozszerzenia jest możliwość szybkiego i wygodnego dodawania odebranych i wysłanych wiadomości do systemu CRM Vision. System na podstawie adresu e-mail odbiorcy lub nadawcy wiadomości wyszukuje odpowiedni kontakt i tworzy dla niego zdarzenie o kategorii email uzupełniając odpowiednie dane takie jak …»

Official marketplace listing

Publisher
YourVision
Updated on marketplace
Facts verified

Tags

dodatekcrmimportemaili