Syncing your Outlook account to KvCORE can be a game-changer! It gives you the opportunity to sync your calendar, tasks, email, and contacts straight from Outlook to your Smart CRM and Dashboard. It’s an easy process that can quickly positively impact your kvCORE experience.
Want to know what’s even better? You have the ability to control each sync setting INDIVIDUALLY! Want to sync email, but not contacts? You got it! Quickly and easily change your sync settings at any time by simply clicking on the mail icon and then the Outlook settings link.
There’s also a sync option with Gmail available, but please keep in mind that only one email account can be synced at a time.
Outlook Sync Feature Highlights:
Imports emails you have sent to your leads that are in kvCORE into their timeline. When you open a lead or contact, you’ll see their email history.
Sync Tasks/Reminders
The tasks you create in kvCORE will be synced to your Outlook Tasks list.
Calendar
Optional, and would appear on your kvCORE dashboard.
Contacts
Easily sync your Outlook contact database to/from kvCORE.