The outlook integration allows users two main features:

1- Inbox Functionality

2- Email tracking for Accounts/Deals/Contacts

Inbox Functionality

Sales CRM can connect your Outlook Inbox directly in Jira. This means that each user will be able to connect their personal Outlook account to the inbox.

After connecting your Outlook account (from the Integration section of Sales CRM), you will now be able to access your personal inbox directly in Jira

Open

You can use the inbox feature to read and send emails directly from Jira - just as you would with your Outlook account.

Open

Another thing that you can do is to associate an email to an existing Deal/Contact/Account in order to track the client interactions done through that email thread (email sent, replies, forwards, etc.). Once logged, these interactions will be associated to the proper element (Deal/Contact/Account) for you and your team to re-explore.

You are also able to create deals from the inbox based on the email you wish to associate. (At this time, it does not also automatically log the email as an interaction).

Open

From an email, you are also able to add contacts to your Sales CRM based on the email recipients.

Open

Email Tracking

You will also be able to send and track emails directly from Contacts/Accounts/Deals. These will show in the Activity tab, and you can further segment those activities by looking at the emails section of the activity to only show emails that have been sent to that contact.

By clicking on a deal and logging an email activity. Once you send an email activity, it will automatically send your email from there.