Discussions
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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Is this worth using or not?
We are just looking into using outlook integration and have one sales guy trialing it. He is already frustrated with the options but since this is a new tool, perhaps others know the ins and outs better and can provide some valuable insight, warnings, workarounds, etc.
First some basics:
1. Leads always are set up as "Individuals". Only when they reach the Prospect stage do they become "Company" records.
2. In our general preferences we do NOT have the 'Show Individuals as Contacts' checkbox checked.
3. Sales people want to be able to sync their contact list with contact records, however they also want to be able to identify some of these contacts as leads and sync email messages with the "Lead" record rather than the "Contact" record.