Follow these steps to share Vtiger CRM records from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Click Outlook.
- Click on the mail. The Compose window opens.
- Click Insert.
- Click on Apps.
- Search Vtiger.
- Choose the record you want to share.
- Fill in the details in the Compose window.
- Click Send.
CRM records are shared as interactive cards in Microsoft Outlook conversations, displaying key details such as name, email, or deal stage. Team members can click the card to open the full record in Vtiger CRM.