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Create Leads, Opportunities and Cases from Outlook

With the help of the OroCRM for Outlook add-in side panel, you can create leads, opportunities and cases from Outlook based on email data, or manually, and sync the data back to your Oro application.

../../../../_images/CreateLOCOutlook.png

Create a Lead from Outlook

To create a lead, open the add-in side panel in Outlook:

  1. Navigate to ADD-INS in the main menu.

  2. Click OroCRM for Outlook on the top left.

  3. Click Show/Hide Side Panel to open the panel on your right.

    Note

    You can move the panel to a different location on the screen, if necessary.

  4. In the panel, click Create.

  5. Click Lead.

  6. A pop-up window opens with a form to fill in. The Create Lead form has the same fields as the one in the Oro application.

    ../../../../_images/CreateLeadOutlook.png
  7. Fill in the required details, and click Create Lead on the bottom right of the pop-up window.

  8. Start sync between the Oro and Outlook applications to sync the new lead back to Oro.

    ../../../../_images/LeadCreatedOroSide.png

Create an Opportunity from Outlook

To create an opportunity, open the add-in side panel in Outlook:

  1. Navigate to ADD-INS in the main menu.

  2. Click OroCRM for Outlook on the top left.

  3. Click Show/Hide Side Panel to open the panel on your right.

    Note

    You can move the panel to a different location on the screen, if necessary.

  4. In the panel, click Create.

  5. Click Opportunity.

  6. A pop-up window opens with a form to fill in. The Create Opportunity form has the same fields as the one in the Oro application.

    ../../../../_images/CreateOpportunityOutlook.png
  7. Fill in the required details, and click Create Opportunity on the bottom right of the pop-up window.

  8. Start sync between the Oro and Outlook applications to sync the new opportunity back to Oro.

    ../../../../_images/OppCreatedInOro.png

Create a Case from Outlook

To create a case, open the add-in side panel in Outlook.

  1. Navigate to ADD-INS in the main menu.

  2. Click OroCRM for Outlook on the top left.

  3. Click Show/Hide Side Panel to open the panel on your right.

    Note

    You can move the panel to a different location on the screen, if necessary.

  4. In the panel, click Create.

  5. Click Case.

  6. A pop-up window opens with a form to fill in. The Create Case form has the same fields as the one in the Oro application.

    ../../../../_images/CreateCaseOutlook.png
  7. Fill in the required details, and click Create Case on the bottom right of the pop-up window.

  8. Start sync between the Oro and Outlook applications to sync the new case back to Oro.

    ../../../../_images/CaseCreatedOro.png
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