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Create new client in Privyr from new message in Outlook folder, and format client information

Create new client in Privyr from new message in Outlook folder, and format client information

Create new client entries in Privyr whenever a new message arrives in your specified Microsoft Outlook folder. Capture and organize relevant client information for faster onboarding and improved client management.

Create new client in Privyr from new message in Outlook folder, and format client information

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Overview

Create new client entries in Privyr whenever a new message arrives in your specified Microsoft Outlook folder. Capture and organize relevant client information for faster onboarding and improved client management.

Create new client in Privyr from new message in Outlook folder, and format client information