Introducing the Outlook Extension


About the LeadMaster CRM Sync Extension

Introduced in August 2018, this extension provides a seamless integration with Microsoft Outlook. The integration includes the ability to attach incoming and outgoing emails to contacts in LeadMaster as well as view notes, callbacks, email history and lead nurturing in the CRM.  Features include:

  1. Company / Contact Insert and Update
  2. View Email History
  3. Save currently opened email to the contact’s email history
  4. Show a list of Lead Nurturing Tracks
  5. Show list of Callbacks for the contact
  6. Show list of notes for the contact
  7. Ability to list all email templates in LeadMaster and make those available for sending an email via outlook
  8. Use merge fields in the email templates

This version is compatible with:

Windows 7, 8 & 10
Microsoft Office 2010, 2013, 2016 and Office 365 (installed version)
Both 32-bit and 64-bit versions.

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