Connect a Contact to your CRM- Sales Copilot
- 52 seconds
1
Click "Outlook Email Desktop App.".
2
Click the email you want to work on sales copilot.
3
Click "Home".
4
Click "Sales Copilot".
5
In sales copilot select "Highlights".
6
Click "Add contact".
7
Fill out contact information.
8
Click "Save".
If the email address you entered matches multiple contacts in the CRM, you must manually select and connect to the correct CRM contact.
9
Select the contact you want to connect to.
If the email address you entered doesn’t match any of the contacts in your CRM, select create contact.
