Vantagepoint Connect Add-In
Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your email application.
Videos: See related videos below.
Email Applications
Integrating with Outlook and Gmail, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with clients to nurture your client relationships.
While using Outlook, you can also create records directly from an email and access a scheduling assistant so you can share your availability with clients and quickly and efficiently set up appointments.
Vantagepoint Connect Set Up
System administrators configure the Vantagepoint Connect Add-in in the Connect Administration Integration Utility in . Use this utility to set up the users and associated profiles that will allow synchronization of contacts and calendar items via the email application to Vantagepoint.
Integration Utilities also includes a Connect Sync Options Integration Utility that serves as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur.
Video
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The Vantagepoint Connect add-in with Vantagepoint CRM provides two-way synchronization of your contacts and calendar items with your email application. This tutorial includes videos of the key features of Vantagepoint Connect when used with Outlook. |
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Learn about the different user and installation scenarios to set up the Connect add-in with Outlook. |
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Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail. The videos are:
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