Guides

Email & calendar

FAQ

Email & calendar

  1. Lime CRM
  2. Email & calendar
  3. Save email in Lime

Save email in Lime

Save an email in Lime CRM

  1. Open the email in Outlook.
  2. Click the Extensions tab, click Save in Lime.
  3. Outlook calls the Lime database and checks the e-mail address and sees if there is a person who has an e-mail address that matches it in the e-mail and then suggests that you save the document there.
  4. If you want to change/choose the person manually, click on the arrow next to the person field and click on search to search the database.
  5. Click on save and close.

Save multiple emails in Lime CRM

  1. Select the emails you want to save in LIME by clicking on them and at the same time holding down the Ctrl or Shift key.
  2. Drag and drop them over the main list of companies in Lime CRM.
  3. You will receive a document card by e-mail where you choose which person each e-mail will be linked to.

The e-mail / e-mail is saved under the document tab at the company to which the person you linked it in turn is linked.