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Record

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  • Salesforce: PC Install for Outlook - Classic Side Panel (v6)
  • Record

Recording an Email to Salesforce from Outlook

LinkPoint Connect users are able to record emails to Salesforce without the hassle of copying and pasting data between systems....
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Recording Attachments with Emails to Salesforce from Outlook

LinkPoint Connect users are able to record emails to Salesforce without the hassle of copying and pasting data between systems....
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Editing Email Content When Recording to Salesforce from Outlook

LinkPoint Connect users are able to edit the information recorded to Salesforce without altering the message sent to a recipient....
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Scheduling Follow Up Actions When Recording Emails to Salesforce from Outlook

LinkPoint Connect users are able to create follow up Tasks for themselves or team members when recording an email. This...
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Adding Salesforce Contacts as Email Recipients in Outlook

LinkPoint Connect provides unique functionality that gives users access to use their Salesforce data without leaving Outlook. When creating a...
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Using Salesforce Email Templates in Outlook

LinkPoint Connect users can access Salesforce email templates from within Microsoft Outlook. Users can select a template and then include...
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Attaching Salesforce Documents to Outbound Emails in Outlook

LinkPoint Connect helps users be more efficient by providing access to the resources they use right where they need them....
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Recording Emails to Salesforce with Smart Record and Smart Send (Outlook + Salesforce)

Smart Record and Smart Send offer a quicker way of recording emails to related Contacts in Salesforce. LinkPoint Connect checks...
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Tracking Email Opens with LinkPoint Tracker

LinkPoint Tracker enables users to track when an outbound email is opened by one or more recipients. With real-time notifications,...
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Sending Emails with LinkPoint Bcc Sender

LinkPoint Bcc Sender helps users send emails in a 1-to-1 format while using established distribution lists within Microsoft Outlook. In...
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Identifying Recorded Emails in Salesforce (Outlook)

LinkPoint Connect makes it easy for users to identify recorded emails within Salesforce by adding an indicator icon in the...
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Searching and Recording Based on Secondary Email Address (Outlook + Salesforce)

By default, LinkPoint Connect searches for matching Contacts and Leads within Salesforce based on primary email address in order to...
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LinkPoint360 is the leading provider of CRM integration solutions, dedicated to delivering software solutions that promote productivity, efficiency, and CRM adoption.
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