We are pushing a lot for using the CRM Panel because the best place for Salesmen to interact with the CRM is within the context of an email.But we found some basic limitations.When creating a Lead in CRM Panel, the only available fields are (Name, Title, Phone no, and Mobile No); how can we add these basic fields from the lead master data (Stage, Potential, Source, Market, Notes)
CRM Panel, outlook desktop vs outlook web vs outlook app on IOS errors and limitations IFS10.Context in all of these scenarios I am using a VPN connection from my laptop or my iPhoneoutlook desktop in email read mode: (Work fine)outlook desktop in email edit mode: (Work fine)outlook web in email edit mode: (Work fine)outlook web in email read mode: (error) (Any comments or suggestions for this limitation?)outlook from my iPhone IOS 15.6.1 confirming my VPN is open and validating Aurena is working properly.outlook from my iPhone IOS 15.6.1 in Edit mode the CRM Panel shortcut is not available, seem to be a limitation from the Outlook app. (Any comments or suggestions for this limitation?)outlook from my iPhone IOS 15.6.1 in read mode the CRM Panel shortcut is available, but generate a network connection error, even if I have my VPN on and Aurena open (Any comments or suggestion for this limitation?) Merci.
Already have an account? Login
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
