All Collections
On-Demand Training Videos
Taking Your Excel and Email Integrations to the Next Level
Taking Your Excel and Email Integrations to the Next Level

Second session of our email and Excel masterclass series

Updated over a week ago

Taking Your Excel and Email Integrations to the Next Level

Dec. 8, 2023 | 11 a.m. PT

This follow-up to our introduction session will boost your CloudExtend experience and help your users become even more efficient and productive.

We walk you through all the how-tos involved in taking your CloudExtend experience to the next level with Gmail, Outlook, and Excel, including:

  • How to customize your CloudExtend experience in Outlook and Gmail

  • Using email rollup to ensure communication connects to both contacts and accounts in one step

  • Best practices for attaching files using OneDrive, SharePoint, and Google Drive

  • Managing credit card imports and applying payments from customers and vendors

  • Using Power Query to join multiple saved searches

The CloudExtend Learning Track Certification Programs have been thoughtfully developed and designed to provide a comprehensive curriculum to help you gain a building block of knowledge about the CloudExtend product(s) you use.

πŸŽ“ Click here to see instructions on how to take the course!

Did this answer your question?