Outlook Plugin Feature
TigerLRM’s new Microsoft Outlook Plugin enhances the platform by allowing for a seamless connection between your Outlook inbox and the TigerLRM portal. You can now automatically synchronize your Outlook emails with TigerLRM. It’s easy and simple to use. All you need to do is install TigerLRM’s Outlook plug-in.
This auto-sync feature allows for every tagged email be automatically recorded in the platform, ensuring no conversation is lost. Using this Outlook plug-in, you can even create new leads and contacts into TigerLRM.
Please see the below tutorial video on how to set up and use the new plugin feature:
How to assign a user to become a sales enablement professional in your TigerLRM Dashboard.
To assign a sales enablement user, simply go to Administrator > User Management > Edit User.
Once you are on the user's information, you can select if you want them to be "Non-Admin," "Admin," or part of the "Enablement Team." Save this information, and your desired user will have the right access.
You can access your Dashboard here.