LeadMaster CRM Sync for Outlook

About LeadMaster CRM Sync

LeadMaster provides a seamless integration with Microsoft Outlook. The integration includes calendar and contact sync as well as the ability to attach incoming and outgoing emails.

About the LeadMaster Outlook Plugins

LeadMaster offers 2 versions of plugins for Outlook.

  • The original plugin, LeadMaster’s CRM Outlook Sync, allows the user to sync their calendar and contacts as well as allowing the user to attach emails, sent and received, to contacts in LeadMaster’s CRM.
  • The new extension introduced in August 2018, LeadMaster’s CRM Extension for Outlook, extends LeadMaster to the email client. It allows the user to create a new record, send email using email templates, add notes, update contact information, attach emails to contacts in the CRM and add contacts to lead nurturing.

LeadMaster CRM Sync Extension for Outlook August 2018 Version

About the LeadMaster CRM Sync Extension

Introduced in August 2018, this extension provides a seamless integration with Microsoft Outlook. The integration includes the ability to attach incoming and outgoing emails to contacts in LeadMaster as well as view notes, callbacks, email history and lead nurturing in the CRM.  Features include:

  1. Company / Contact Insert and Update
  2. View Email History
  3. Save currently opened email to the contact’s email history
  4. Show a list of Lead Nurturing Tracks
  5. Show list of Callbacks for the contact
  6. Show list of notes for the contact
  7. Ability to list all email templates in LeadMaster and make those available for sending an email via outlook
  8. Use merge fields in the email templates

This version is compatible with:

Windows 7, 8 & 10
Microsoft Office 2010, 2013, 2016 and Office 365 (installed version)
Both 32-bit and 64-bit versions.

Post Installation Notes

  1. Open Outlook
  2. Use the sidebar built into the inbox to transfer data to the CRM and back
  3. The plugin needs to be refreshed after updating contact information
  4. When composing an email, the LeadMaster tab will allow access to pre-built templates.

 

The July 2017 update is compatible with

Windows 7, 8 & 10
Microsoft Office 2007, 2010, 2013 & 2016
Both 32-bit and 64-bit versions.

Steps for Installing the Add-In Modules

1.) Close Outlook and disable any antivirus software for 10 minutes.

2.) Download the latest version of the CRM Add-In module by clicking the Download Now button

3.) When prompted, choose Save and browse to save the executable file to your local system or network. Make sure to make a note of the file location

4.) If you have an application installed that controls and/or accelerates downloads, please disable it before proceeding.

5.) Once the download is complete, locate the .exe file on your local computer or network and double click to begin the installation process.

Please Note: for the plugin to work your logon can only have access to a single workgroup.

Post Installation Notes for the 2017 Version

CRM Sync Add-In Module

1.) Open Outlook.

2.) Click on the CRM Sync tab at the top of your Outlook navigation screen.  Select the “Configuration” option.

3.) Select the desired sync frequency – Monthly, Daily, Weekly or Hourly.

4.) Click on “Edit CRM Sync Login…” type in your unique user name and password.

5.) Click again on the CRM Sync tab and select “Synchronize”.

6.) Follow the instructions as the system prompts you through the rest of the installation.

When logging into the online application, click on User Settings and you will see an Outlook Sync parameter that allows you to determine what the application is todo if the contacts do not match with an existing record when you sync.  One option is to save the contact to the Filing Cabinet hyperlink on your Home Page when there is no match.  You can then manually link the contact or create a new record.  The other option is to automatically create a new record with new contact as primary if there is no match.

CRM Email Add-In Module

1.) Open Outlook

2.) When creating a new Outlook email, you will see an additional send option on the top navigation bar of the email – Send & Log

3.) Select the Send & Log option if you wish to send the email out to the recipient as well as log the email within your CRM Database.

4.) When opening an email, you will see an additional send option on the top navigation bar of the email – Log message.

5.) Select the Log Message option if you wish to send a copy of this email to your CRM database.

6.) When Logging into the online application, emails that do not match an existing unique email address in your online DB records will be placed in a Filing Cabinet that can be accessed in the Leads accordion on your Home page.

How to check time zone and date format settings on your local PC

NOTE: These instructions apply to Microsoft Windows XP: the steps may differ somewhat depending on the operating system installed on your local computer.

1.) Go to Start > Settings > Control Panel > Date and Time

2.) On the Time Zone tab, check to make sure that the Time Zone setting matches what is set in the online application under User Settings

3.) Go to Start > Settings > Control Panel > Regional and Language Options

4.) On the Regional Options tab, check to make sure that the language setting is suitable for your time zone. For example, if your time zone is in the US, this should read English (United States) but if your time zone is in Australia, this should read English (Australia).  This setting will control the format that dates appear in on your system.  This should match what is set in the online application under User Settings.

To check to see if Outlook has disabled the Add-In, from the main menu go to:

1.) Help > About Microsoft Office Outlook

2.) Click “Disabled Items”

If CRM Tools appear in the list then you need to re-enable it.  Then you may need to repeat the first series of five steps again to ensure it is checked in the COM Add-Ins list.

If you are still experiencing problems and need to create a tech support request:

1.) Click on the ‘CRM Sync’ menu and select the menu item ‘Request Technical Support’.

2.) The add-in will create an email pre-addressed to LeadMaster support with diagnostic information.

3.) Please send that email along with the following info to LeadMaster Support.

  • The name of the database (if known)
  • The name of the workgroup
  • Your username
  • The browser you were using when you had the problem
  • The browser version