Recording sent emails to Act! automatically

  1. If Act4OutlookWeb is configured correctly as discussed in the  How to setup Act4OutlookWeb article, simply sending an email regularly will record the email in Act if the Contact exists in Act. 
  2. If you do not wish to record a particular email to Act as it is being sent, please click the Send without attaching button

  3. If you would like to record the email to a specific Contact not included in the email, or another entity such as a Company, Group, or Opportunity, click the Send and link button and select the records you wish to attach the message to.