It is essential for a sales person to keep communicating with their clients and when using multiple tools to do this simple task we made it easier by enabling you to connect it to the dashboard. Sync your Outlook now to Zixflow platform and start sending your emails to your prospects or customers with ease.
With Outlook Sync, you can send your emails without leaving Zixflow. You also get powerful tools like email open tracking, custom templates and signatures. Enjoy the convenience of writing and sending emails directly from your Zixflow account in lead, deal and contact detail views.
Emails you’ve sent and received are also connected and displayed in leads, deal and contact detail views, so all communication with your customers is neatly organized and easily accessible. Save yourself typing and re-typing by creating email templates and signatures.
If you need assistance refer the document or contact our support chat to help you get started.