Add appointment direct to calendar; Save and close updates attorney calendar; Also creates activity record in CRM

1. xRM4Legal for the Call Center
Additional Print Screens

2. Add appointment direct to calendar
Click “Track” to save
this meeting as an
activity in CRM and
keep it synchronized
with Outlook

3. Save and close updates attorney calendar

4. Also creates activity record in CRM

5. Appointment records can be reviewed

6. From Outlook or CRM, new PNC
record can be created
Set Regarding
associates this
meeting with an
existing CRM record –
alternatively click the
New button to add a
new record

7. New PNC record created in CRM

8. Workflow sends email to attorney

9. Email arrives in attorney Inbox