
Feature highlights
- Quickly and easily identify Outlook email recipients as contacts in Act!.
- Add new contacts to Act! from Outlook emails.
- See past interactions with known email contacts from within Outlook, including both activities and history.
- Create Act! history records from Outlook emails, attaching the email text to your Act! contacts.
- Create and schedule Act! activities with known email contacts.
- Track email opens and clicks in Outlook to prioritize follow-up.
System requirements & compatibility –
- Works with Act! CRM Standard and Expert
- Office 365, Office 2016 PC, Office 2013, Exchange, and OWA for iPad or iPhone
- Outlook Web Access
- Outlook.com
- Outlook for Mac 15.31 or higher
Setup & configuration notes –
Requires an active Act! Cloud subscription and use of the Act! API, which is is pre-enabled for Act! in the Cloud.