session 5 working with email - amazon web services€¦ · action template for sent email action...
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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!
Next Session:
Workflow Tools