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Outlook Plugin

Boost your productivity by integrating Sage Sales Management into your Outlook inbox.

Training avatar
Written by Training
Updated over a week ago

📌 This feature is available for all plans.

For detailed information on each plan, you can check 👉 here.

Have all your Sage Sales Management information integrated into your inbox to save time and enhance productivity:

  • Context-based information depending on who you are emailing.

  • View all related accounts and opportunities.

  • Explore the full history of related records.

  • Access related documents.

  • Create new Accounts and Contacts.

How to Enable the Outlook Plugin?

  1. Access your profile and click on "Third-party integrations".

  2. Find the Outlook Plugin among the available integrations.

  3. Click on "Download".

  4. You will be redirected to Microsoft AppSource; click "Download" to get "Sage Sales Management for Outlook".

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