Common Functionality
These features can be used between InterAction 365 and Excel, Outlook, and Word.
- Activities Overview
- Adding an Activity Linked to a Contact
- Working with Calendar Integration
- Adding an Appointment
- Logging Email as a Activity
- Viewing Activity Details
- Viewing Alerts
- Working with Engagement and Relationships
- Serving as a Proxy
- Working with Lists
- Working with Categories and Contact Types