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Mail sync webCRMSynchronise outbound emailsOutbound emails can be synchronised from MS Exchange to webCRM and vice versa.User Story 008 - Synchronise outbound email from MS Exchange to webCRMTo synchronise an outbound email from MS Exchange to webCRM, move it to ‘webCRMsync’ folder in Outlook:1. Select an email on Outlook from the ‘Sent Items’ folder.2. Move it to ‘webCRM sync’ sub-folder.

3. If the email is successfully synchronised it is marked with ‘webCRM sync’ and‘Synced’ categories.4. If the email is sent to a contact, which was previously synchronised to webCRM,the synchronised email will be available under corresponding Organisation onwebCRM.FAQ: Is it possible to set all emails, or all emails to a specific contact, to automaticallysync?A: The rule of thumb is - to synchronise an outbound email from MS Exchange towebCRM you need to move it to ‘webCRM sync’ folder in Outlook. It can bedone: Manually Using Outlook plugin for Exchange

User Story 009 - Synchronise outbound email from webCRM to MS ExchangeTo synchronise an outbound email from webCRM to MS Exchange, perform next task:1. Create an outbound email on webCRM.2. If the outbound email is successfully synchronised it will be marked with the“webCRM sync” and “Synced” categories on MS Exchange.

Synchronise inbound emailsOutbound emails can be synchronised only from MS Exchange to webCRM.User Story 010 - Synchronise inbound email from MS Exchange to webCRMTo synchronise an inbound email from MS Exchange to webCRM, move it to ‘webCRMsync’ folder in Outlook:1. Select an email on Outlook from the ‘Inbox’ folder.2. Move it to ‘webCRM sync’ sub-folder.3. If the email is successfully synchronised it is marked with ‘webCRM sync’ and‘Synced’ categories.

4. If the email is sent by a contact, which was previously synchronised towebCRM, the synchronised email will be available undercorresponding Organisation on5. webCRM.FAQ: Is it possible to set all emails or all emails from a specific contact, toautomatically sync?A: The rule of thumb is - to synchronise an inbound email from MS Exchange towebCRM you need to move it to ‘webCRM sync’ folder in Outlook. It can bedone: Manually Using Outlook plugin for Exchange Using Outlook rule, which is an action that Microsoft Outlook runsautomatically on incoming messages, based on conditions that you havespecified.

sync' folder in Outlook: 1. Select an email on Outlook from the 'Sent Items' folder. 2. Move it to 'webCRM sync' sub-folder. 3. If the email is successfully synchronised it is marked with 'webCRM sync' and . Using Outlook plugin for Exchange . User Story 009 - Synchronise outbound email from webCRM to MS Exchange