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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.

A path to the lead, opportunity, and case create button in the outlook application

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.

    A popup window that opens when clicking lead
  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.

    An example of the lead created in outlook and synced back to the oro application

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.

    A popup window that opens when clicking opportunity
  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.

    An example of the opportunity created in outlook and synced back to the oro application

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.

    A popup window that opens when clicking case
  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.

    A sample of the case created in outlook and synced back to the oro application
Browse maintained versions:3.01.122.02.32.6

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