-
Do one of the following:
- In Outlook, after composing an e-mail, click Send SLX.
- In Outlook select one or more e-mail messages and click Record to History.
- Drag and drop one or more e-mail messages from Outlook to a Sage SalesLogix contact, account, lead, opportunity or ticket detail view.
|
|
If prompted to install Sage SalesLogix Desktop Integration and you want to use this feature, click Yes and follow the steps to install Sage SalesLogix Desktop Integration. In order to complete the install you will be prompted to close all browser windows and Microsoft Outlook. |
- If the e-mail contains any attachments, click Yes to save any attachments to the Attachments tab.
- Depending on your e-mail log to history options and the records associated with the e-mail you are logging to history, you may see one or more of the following dialog boxes:
- Duplicate Contact(s)/Lead(s) Found - Select the appropriate contacts or leads and click OK.
- Select Contacts - Select which contacts or leads should have associated history items created, and click OK.
The information will be added to the History tab for the selected contact or lead.
- Contact(s)/Lead(s) not Found - You must add the contact or lead to Sage SalesLogix before the e-mail can be associated as a history record.
-
- History - E-mail - Use the dialog box to record information about a completed e-mail.