Adding an opportunity to M3 CLM

  1. Open the email message.
    If accessing from the web, click More Actions and move the pointer over M3 CLM.
  2. Click Open M3 CLM on the MS Outlook ribbon.
  3. Select the M3 CLM account from the list.
    If the selected email is already connected to an M3 CLM account, a list of connected M3 CLM accounts is displayed.

    If the selected email is not yet connected to any M3 CLM account, the account list is displayrd as empty but you can still search for M3 CLM accounts.

  4. After selecting an M3 CLM account, click OK.
  5. Specify the opportunity details.
  6. Click OK.