CRM for Outlook – Portal Guide

  • Updated

This guide explains the steps in Boyum Portal that are related to managing CRM for Outlook subscriptions. For the rest of the portal functionality (purchase and customer information management) please check the portal manual. 

For an easy to use CRM permissions excel, please see this article: https://support.boyum-it.com/hc/en-us/articles/360006536958

 

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