Follow these simple steps to synchronize tasks from Outlook to Vtiger CRM and vice versa:
- Click Synchronize Tasks to sync tasks.
- After fetching Vtiger CRM data, a pop-up will display the updates on both ends (Vtiger CRM and Outlook).
- Click Show Details to see the information of records to be updated.
- Click Accept Changes to update changes on both ends.
To know more about the Microsoft Outlook plugin,
click here.