Synchronization
Aptean CRM supports automatic bi-directional syncing of items between Aptean CRM and Outlook.
- Contacts in Outlook can be synced to Contacts in Aptean CRM.
- Emails, Appointments, Tasks in Outlook can be synced to Activities in Aptean CRM.
- Contacts in Aptean CRM can be synced to Contacts in Outlook.
- Activities in Aptean CRM can be synced to Appointments in Outlook.