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Open SalesOutlook User's Guide
SalesOutlook Training Videos
Getting Started
Installation Instructions for SalesOutlook CRM
Using basic functions of SalesOutlook
Organize data with categories, folder and flags. Send email templates. Add activities and upload files.
Customizing SalesOutlook
Getting Started with SalesOutlook customizations
Create a custom Report
Getting Started with SalesOutlook Custom Reports.
Email Campaigns
Getting Started with SalesOutlook Email Campaigns.
Importing data into SalesOutlook
Import Outlook contacts or data from Excel/CSV file.
