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  1. Activities
  2. Maintaining an activity
  3. Activity and mail integration

Activity and mail integration

You can create Microsoft Outlook appointments, meetings, and tasks from M3 CLM.

See Mail integration and contact synchronization.

  • Activities
    • Creating an activity
    • Maintaining an activity
      • Adding a contact for the activity
      • Removing a contact for the activity
      • Setting time zone for the activity
      • Associating an opportunity
      • Viewing associated opportunity details
      • Adding an activity-to-opportunity relationship
      • Deleting an activity-to-opportunity relationship
      • Adding an activity-to-issue relationship
      • Viewing associated issue details
      • Deleting an activity-to-issue relationship
      • Associating a project
      • Viewing associated project details
      • Deleting an activity-to-project relationship
      • Associating a general object
      • Viewing associated general object details
      • Deleting an activity-to-general object relationship
      • Adding an activity focus area
      • Deleting an activity focus area
      • Using notebook for an activity
      • Activity history
      • Activity extended fields
      • Activity related address
      • Activity and quotation
      • Activity and mail integration
    • Deleting an activity