Course Description
Syncing emails to DealCloud is easily done through the use of our Outlook Add-In. Watch this course to learn how to sync emails and tag them to the relevant contacts and companies at the same time.
Course Curriculum
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1
Syncing Emails Using the DealCloud Outlook COM Add-In
11:28-
How to Sync Emails (part one)
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How to Sync Emails (part two)
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Quick Reference Card: How to Sync Emails, Contacts and Events from Outlook (COM Add-In)
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Syncing Emails: How to Edit an Email's Subject and Body (COM Add-In & Web Add-In)
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Outlook Sync Indicator: How to Tell if an Outlook Email or Event Has Been Synced
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