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Keep your sales aligned with the ability to create tasks right from your Outlook email account
July 26, 2021
Channels
Tools & Templates
CRM
Users with deal permissions will be able to create a task right in your Outlook inbox that’s related to a contact or a deal. You will also be able to edit any property on a task, including title, status, owner, task type, description, relation, associated deal, and date/time a task is due.