CloudExtend Masterclass Series
We all love a good NetSuite email template. What we don’t love, however, is that when we send emails from NetSuite instead of our Outlook accounts, emails often don’t appear in the sent items folder, deliverability can be unreliable, and replies don’t always make their way back to NetSuite either. It’s been a no-win situation.
Until now. The CloudExtend team recently released the latest and greatest feature in ExtendSync for Outlook: Send from Outlook. This new capability lets you compose an email in NetSuite like usual, but sends it through your Outlook account. It’s the best of both worlds!
Watch this masterclass to learn all the tips and tricks to using Send from Outlook to make your email and tracking experience better than ever, including:
Improving deliverability by having emails originate from Outlook with your real email address from within NetSuite
Seamless email tracking that leverages Autopilot to ensure every message in the thread is stored where it needs to be
Flexible attachment management that helps keep NetSuite records clean and relevant while saving money on storage space