Exercise #7: Working in Outlook and Maximizer Together

The Maximizer CRM for Outlook Integration is a window into your Maximizer CRM from your Outlook email inbox. A powerful app built for Outlook 365. Save time, work smarter and stay compliant! Install this handy tool from Microsoft App store within Outlook and watch your productivity soar!

44 steps

Capturing an email from someone in your Maximizer database.

Pin the Integration to your Outlook screen.

In Outlook, select an email from someone you already have in your Maximizer database.

Select the name of the Maximizer entry in the In Maximizer section.

Click the "Save email to this entry" button to save this one email to the entry.

Click the "Email subject" field to change the Subject of the email, if desired.

Set the Full Access permissions as needed.

Click Read Access to set the Read permissions for the email.

Click Category to categorize the email.

Click the checkbox to include email attachments.

Click "Save email" to save the selected email to the Maximizer entry.

Click "Timeline" to ensure that the email is saved.

The email you just saved will be displayed in the Timeline.

Create a new Lead in Maximizer from an email.

Click on an email in Outlook from someone that is not in Maximizer and you wish to create a Lead record.

The email you selected will appear as "Not in Maximizer" in the panel.

Click the "Plus" sign to create this record in Maximizer.

Click "Add as Lead" to create a Lead record.

Click the "First Name" field and make a change if needed.

Ensure the "Last Name" field is filled in.

Click the "Email" field and make any necessary changes.

Fill in any additional desired fields such as Company, Position or Website.

Click "Save" to create the record in Maximizer.

The new entry will now show up as being "In Maximizer".

Click the name to see the information about this new Lead entry.

The entry will now appear as a Lead in Maximizer via Outlook.

It will also appear in your Maximizer web application in the Leads Module.

Click on the entry in Outlook.

Select the checkbox for "Email Auto-save" to automatically save emails to and from this person.

When prompted, click "Install"to install the Maximizer Sync Capabilities.

When prompted enter your Maximizer User ID and Password. Click Log In.

Perform any security checks, set up by your organization.

Click the "Email" tab in the pop-up window.

Turn on the email Auto Save for received emails here.

Turn on email auto save for emails being sent.

Click "SAVE CHANGES" and close any window that may remain open.

In Outlook, click on the Lead entry again.

Toggle on the Email Auto Save to auto save any emails to and from this person.

Once turned on, you will see the message "Email Auto-save has been enabled"

Add a note to an entry from Outlook

Click on the entry.

Click the "Add a note" button.

Click the "Note" field.

Enter your note.

Click "Save" on the bottom right, when finished entering your note.

The note will appear in the Summary tab and Timeline tab of the entry.

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