planplus-online-email-connector-for-outlook

PlanPlus Online to MS Outlook Email Connector 3.0 **NEW VERSION**

$39.95

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 a Sales or Business Editions of PlanPlus Online. No longer will a 3rd party email client be necessary to manage contacts and sales opportunities.

SKU: 1283464098

Product Description

Features include:

  • 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 and 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

Version 3.0 Enhancements (Released July 2015)

  • Now supports transfer of email attachments for transfer to Contact & Organization notes.
  • Fixed issues with duplicate contact creation on transfer.

PlanPlus Online Email Connector easily keeps track of your Microsoft® Outlook® email history within PlanPlus Online Contacts, Organization, and Opportunities. Requires a PlanPlus Online Professional, Sales or Business Account. Planner edition accounts can use the connector for Tasks and Appointments only.

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