Microsoft Outlook

When you open the task pane click the Pin to keep it open.

File:Sage 100 pin outlook.png]

Frst time in your need to Add your connection

We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails.

Clicking on an email will trigger the system to check for a match in the Sage 100 data

If a match is found the summary will display

File:Sage 100 email matching.png

You can then Save the Email as a "Touch point" against the entity.

File:Sage 100 save email.png

When there is no match found the system will Prompt to create a new "Prospect".

Default values like the Customer Name, Contact Name and email will be filled in.

File:Sage 100 new prospect.png

This data can be edited later on also.