What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop provides you with flexible filter possibilities to reduce and control the amount of Salesforce.com items accessible by SalesDesktop.

1. Go to the SalesDesktop Options dialog
2. Open the Synchronization tab
3. Press the "Customize…" button
4. Select a target category and add rules, using any synchronized Salesforce.com fields

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop supports two ways of tracking: manual and automatic.

Manual means you select the item to link your mail by hands, while automatic means the SalesDesktop will connect your mails to the contacts automatically.

How does it work?

It works in a very simple way.

When SalesDesktop processes your incoming or outgoing mails, it first of all parses the recipients’ list.

There are contacts in the TO:, CC:, BCC: and FROM: mail fields. If there are Contacts or Leads that match the email addresses that are shared with Salesforce.com, then SalesDesktop will first check the status of the Contact’s “Save correspondence to the Salesforce.com” checkbox (screenshot #1).

If this box is checked, SalesDesktop will automatically create a completed task record with the body pre-filled by processing the mail text. This task will be linked to a Contact that matches the email address. If the mail contains attachments, they will also be linked to the same Contact. After the next synchronization, all records (task and documents) will be moved to your Salesforce.com account.

You also have the possibility to link your mails to other types of records such as Account, Lead and Opportunity. To do this, you need to use the manual mail processing.

Once you select a letter in your mail list (this could be a different list from Inbox), click on the “Save Mail” button. SalesDesktop will parse emails from your mail and propose a list of Contacts and Leads as well as Accounts and Opportunities referred to by Contacts (screenshot #2).

You can link your mails to several Salesforce.com records by using the “Save Mail” button several times.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Just use the standard MS Outlook functionality and drag and drop emails to the Leads folder.

1. Select a letter from the person you want to add to the Leads
2. Drag and Drop this letter to the Leads folder in your Outlook. A new Lead will be created with predefined Name and Email fields
3. Fill in the other fields and save the Lead
4. Next synchronization will bring this Lead to your Salesforce.com

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What InvisibleCRM Support Team Guru say:

Do it with InvisibleCRM Suite for Salesforce

Working with any InvisibleCRM Suite for Salesforce applications (SalesDesktop, SalesFolder, SalesAlerts) you can use the Desktop search (MS and Google) or the MS Outlook search possibilities, including searching for a text within text documents, emails, notes, etc.
You can search through any information previously saved on Salesforce.com and synchronized with your Outlook or Desktop.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

Synchronizing your Salesforce.com activities into Outlook with SalesDesktop gives you the possibility to see the related-to-activity Contact or Lead in the field and also the Account or Opportunity related to this activity in the field. All information and data specified in these fields in Outlook will go back to Salesforce.com

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop provides you with a one-click save email with attachments feature.

Just press the "Save mail" button for inbound email or the "Save and Send" button for outbound email and it will be saved with or without attachments, depending on the option selected for SalesDesktop.

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What InvisibleCRM Support Team Guru say:

Do it with SalesDesktop

SalesDesktop enables you to decide – to upload emails with attachments when saving emails or not.

1. Go to the SalesDesktop Options dialog
2. Open it on the Advanced tab and select the corresponding option for Mail Processing:

If you select "Include attachments", then all files attached to the saved mail will be saved in the item’s Attachments section in Salesforce.com.
If you do not need to save attachments, then just deselect (uncheck) this option.

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What InvisibleCRM Support Team Guru say:

Do it with SalesFolder

With SalesFolder, you can decide how to save your emails and their attachments:

You can save email in Outlook message format and link it to any selected Salesforce.com item. This will save your email as single message, including all attachments in Salesforce.com under the selected item’s Attachments section.

1. Select the target email in Outlook
2. Drag and drop it to the SalesFolder DropZone
3. From the open Attachment File dialog select the target Salesforce.com item
4. Next synchronization with Salesforce.com will upload it on to Salesforce.com

The same way you can drop single attachments from emails to DropZone.

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