Email Side-Panel
- Instantly view CRM data upon receiving emails from customers
- View, update or create CRM records directly from your Inbox
- Configure CRM modules including custom modules
- One-click email archive
- Create a quick note for any CRM record on side-panel
- Switch between multiple email recipients
![](https://www.outlook-integration.com/wp-content/uploads/mac_sidepanel_feature.jpg)
View, Update and Create New CRM Records
View, update and create records directly from your Inbox:
- Contacts and Leads
- Accounts
- Opportunities and Cases
- Meetings & Calls
![](https://www.outlook-integration.com/wp-content/uploads/mac_crmrecords_feature.png)
Archive Email
- Single-click archive to CRM records on side-panel
- Advanced archive to multiple CRM records
- Ability to filter email attachments by type and size
![](https://www.outlook-integration.com/wp-content/uploads/mac_archive_feature.png)