What are the benefits of using Microsoft Outlook with Vault CRM?
There are several benefits to integrating your Microsoft Outlook calendar with My Schedule:
- Bi-Directional -View Microsoft Outlook events in My Schedule. View Vault CRM events in Outlook.
- Streamlined - Allows you to view everything in one place, including calls, events, and activities from My Schedule, along with other entries from your corporate calendar, such as appointments, business meetings, and personal obligations.
- Integrated -Just like you can join calls and view events from My Schedule, you can also join calls and view events right from your Microsoft Outlook calendar, without logging into Vault CRM.
- Automatic - For browser users, new or updated Microsoft Outlook calendar entries are pulled into My Schedule in real-time. And the integration is bi-directional—all Microsoft Outlook calendar entries are pulled into My Schedule, and vice versa. To view recent updates, iPad users must sync their devices.
- Easy to use - Entries from Microsoft Outlook calendars display with a colored outline to differentiate them from calls and activities created in Vault CRM.