Archive Emails from Inbox

Folder: [Inbox]

Archive Email

Archive Email

Archive Emails from Sent Items

Folder: [SentItems]

Archive Email

Archive Email

Archive Emails

Folder: CRM\Archive Email

Archive Email

Archive Email

Auto Create Case

Folder: CRM\Cases\Create Case

Find or Create Account

Find or Create an Account then Create a Case and attach to the Account

Create Case

Create Case from Email data

Archive Email

Archive Email

Auto Create Opportunity

Folder: CRM\Opportunities\Create Opportunity

Find or Create Account

Find or Create an Account then Create an Opportunity and attach to the Account

Create Opportunity

Create Opportunity from Email data

Archive Email

Archive Email

List and Archive Cases

Folder: CRM\Cases

List and Archive Cases (CRM->E)

Find or Create an Account then Create a Case and attach to the Account

Folders for Cases

Create Archiving Folders for Cases

Archive Email

Archive Email

List and Archive Opportunities

Folder: CRM\Opportunities

List and Archive Opportunities (CRM->E)

Find or Create an Account then Create an Opportunity and attach to the Account

Folders for Opportunities

Create Archiving Folders for Opportunities

Archive Email

Archive Email

Synchronize Accounts

Folder: [Contacts]\CRM Accounts

Synchronize Accounts (E->CRM)

Synchronize Accounts from Exchange to CRM

Folder: [Contacts]\CRM Accounts

Synchronize Accounts (CRM->E)

Synchronize Accounts from CRM to Exchange

Synchronize Calls

Folder: [Calendar]

Synchronize Calls (E->CRM)

Synchronize Calls from Exchange to CRM

Folder: [Calendar]

Synchronize Calls (CRM->E)

Synchronize Calls from CRM to Exchange

Synchronize Contacts

Folder: [Contacts]

Synchronize Contacts (E->CRM)

Synchronize Contacts from Exchange to CRM

Folder: [Contacts]

Synchronize Contacts (CRM->E)

Synchronize Contacts from CRM to Exchange

Synchronize Leads

Folder: [Contacts]\CRM Leads

Synchronize Leads (E->CRM)

Synchronize Leads from Exchange to CRM

Folder: [Contacts]\CRM Leads

Synchronize Leads (CRM->E)

Synchronize Leads from CRM to Exchange

Synchronize Meetings

Folder: [Calendar]

Synchronize Meetings (E->CRM)

Synchronize Meetings from Exchange to CRM

Folder: [Calendar]

Synchronize Meetings (CRM->E)

Synchronize Meetings from CRM to Exchange

Synchronize Tasks

Folder: [Tasks]

Synchronize Tasks (E->CRM)

Synchronize Tasks from Exchange to CRM

Folder: [Tasks]

Synchronize Tasks (CRM->E)

Synchronize Tasks from CRM to Exchange