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Email Add-in

The Email Add-­in for GP will allow a user to save a SalesPad task as a Microsoft Outlook calendar event, and allow a user to save a Microsoft Outlook email message as a note under the Interactions tab of the customer’s Customer Card. Emails are matched to a customer card within SalesPad when the Customer Card Contact Addresses tab contains an email address that matches the To or From email address on the email in Outlook.

  1. Miscellaneous