Adding an activity 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 an email of the sender or any of the recipients.
    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 displayed as empty but you can still search for M3 CLM accounts.

  4. Click Add beside the account.
  5. Click Create Activity.
  6. Specify the activity details. Some of the activity details are already populated.
  7. Click Save.