The LeadMaster CRM Sync Extension for Outlook August 2018 version is compatible with:

Windows 7, 8, 10 &11
Microsoft Office 2010, 2013, 2016 and Office 365 (installed version)
Both 32-bit and 64-bit versions.

The LeadMaster CRM Sync extension was introduced in August 2019.  This extension provides a seamless integration with Microsoft Outlook. The integration includes the ability to attach incoming and outgoing emails to contacts in LeadMaster as well as view notes, callbacks, email history and lead nurturing in the CRM.  Features include:

1. Company / Contact Insert and Update
2. View Email History
3. Save currently opened email to the contact’s email history
4. Show a list of Lead Nurturing Tracks
5. Show list of Callbacks for the contact
6. Show list of notes for the contact
7. Ability to list all email templates in LeadMaster and make those available for sending an email via outlook
8. Use merge fields in the email templates

Post Installation Notes

1. Open Outlook
2. Use the sidebar built into the inbox to transfer data to the CRM and back
3. The plugin needs to be refreshed after updating contact information
4. When composing an email, the LeadMaster tab will allow access to pre-built templates.

Post Installation Notes for the May 2019 Version

CRM Sync Add-In Module

1.) Open Outlook.

2.) Click on the CRM Sync tab at the top of your Outlook navigation screen.  Select the “Configuration” option.

3.) Select the desired sync frequency – Monthly, Daily, Weekly or Hourly.

4.) Click on “Edit CRM Sync Login…” type in your unique user name and password.

5.) Click again on the CRM Sync tab and select “Synchronize”.

6.) Follow the instructions as the system prompts you through the rest of the installation.

When logging into the online application, click on User Settings and you will see an Outlook Sync parameter that allows you to determine what the application is todo if the contacts do not match with an existing record when you sync.  One option is to save the contact to the Filing Cabinet hyperlink on your Home Page when there is no match.  You can then manually link the contact or create a new record.  The other option is to automatically create a new record with new contact as primary if there is no match.

CRM Email Add-In Module

1.) Open Outlook

2.) When creating a new Outlook email, you will see an additional send option on the top navigation bar of the email – Send & Log

3.) Select the Send & Log option if you wish to send the email out to the recipient as well as log the email within your CRM Database.

4.) When opening an email, you will see an additional send option on the top navigation bar of the email – Log message.

5.) Select the Log Message option if you wish to send a copy of this email to your CRM database.

6.) When Logging into the online application, emails that do not match an existing unique email address in your online DB records will be placed in a Filing Cabinet that can be accessed in the Leads accordion on your Home page.

To check to see if Outlook has disabled the Add-In, from the main menu go to:

1.) Help > About Microsoft Office Outlook

2.) Click “Disabled Items”

If CRM Tools appear in the list then you need to re-enable it.  Then you may need to repeat the first series of five steps again to ensure it is checked in the COM Add-Ins list.