session 5 working with email - amazon web services€¦ · action template for sent email action...

Session 5Working with Email

Todays Topics• Email Integration - The What and the Why• The Junxure Outlook Add-in

• Email• Calendar

• Outlook 365• Email• Calendar

• Gmail• Options

The What and the Why

“Capture”

The What and the Why

The Junxure/Outlook Add-in

Conditions to be met

Client or Email

The Outlook Add-in

Manual Capture

Options

Will I get a Pending Action?

Navigation Tools!

Level 201 – Managing Emails

Level 201 – Managing Emails

Sending Email from Junxure

Calendar – From Junxure To Outlook

Calendar – From Junxure To Outlook

Outlook 365

Firm Setup

Options

Interacting with email in 365

Interacting with email in 365

Interacting with email in 365

• Auto-match to a Record and Capture * This may or may not create an action. See Email Options.

• Link to an existing Action• Capture to a specific Record, with

or without a new Action• Unattach Emails

Sending Email from Junxure/365

Gmail

Gmail Options

•Gmail Alone• Can send emails from Junxure• Can connect calendar appointments• Cannot capture emails

•Gmail Profile in Outlook• Full Outlook Add-in functionality

Ensure your success by finishing this

series!

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Workflow Tools