Introducing Outlook Customer Manager

Regular Visitor


I'm starting to use OCM, in order to implement it in my company. I was wondering if it is possible to notify the Business Contacts of deals, notes, tasks, etc. when I associate one of those things to a contact? Example: I create a new deal, and I associate it with one of my Business contacts, when I have finished creating the deal, I want an email to be sent automatically to the contact notifying him/she of the deal I just made with them. Is that possible in any way?


1 Reply

Hi Everardo,


Greetings. It is my honor to reply to your case here.


It is not feasible to automatically notify the contact. However, if you do not think it is a little troublesome to manually send an email to the contact, it can be a method. thanks