CRM Tip: Auto-populate calendar and contacts with drop-and-drop feature in CRM

Posted by Donna Krizik on May 14, 2013


Timesaving tips and tricks are always good news, and CRM has one for you!

With a neat drag-and-drop feature, you can drag emails over to your calendar or contacts and it will auto-populate the information!

This drag and drop works for tasks and notes too!

Follow these easy steps below to learn this efficient trick for yourself:

• Left-click and hold any email and drag it down to your little calendar icon as show below.

 

• Release the mouse and Outlook will automatically open an appointment in the calendar with the details from the email.  Just add the location, change the dates/times and you’re done! 

 

• You can do the same thing only with contacts
        o Click an email that has a contact’s signature and drag it to the contact icon.

 

• It will automatically open a contact record, copy over the contact details that it recognizes, and then you can do simple copy/paste for any that it doesn’t.

To learn more about this cool feature and all things CRM-related, contact Crestwood Associates!

 


 


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