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Creating MEDDICC/MEDDPICC
Reports and updating your CRM

Outlook 365, Gmail and
Content Management

Step 1

Please go to your Outlook 365 or Gmail Account

Note: Our customers typically use the AI Writer and CRM Updater functions through their Web-Based Outlook 365 or Gmail.

Step 2

At your email account - Please refresh the browser to ensure you see the InfoApp Icon -->

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Questions or Comments

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Send Email

InfoApp template

Link to activity:

Contact

Account

Opportunity

Recipient:

Add Graphics
to email

*

*

*

*

[Hi ,]

[Here is the information I put together for you. Please Click Here to access the page.]

Your Info for Signature:

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*

Save Signature

Send Copy to Me

(*) Required Fields

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Email Preview

Hi ,

Here is a Custom Campaign Invite. You can get to the page by

If you have any questions or need assistance, feel free to reach out.

Best,

Campaign Users

Campaign Users Limit: 0 (including owner)

Licenses Remain: 0

Email Preview

Hi,

Here is the information I put together for you. to access the page.

Best,

Hi,

Here's the information. Please to access the page.

Please reach out for any questions.

Best,

InfoApp

Send Page

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Company Details

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Domain Name

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Phone No.

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Address

User Information

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Last Name

Email

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Password

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Select Pricing and duration

Copy Email

Button

OR

Text Link

Your Selection

OR

To select content
Please click

Send Email

Recipient:

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(*) Required Fields

Last 10 clicks

Transfer

InfoApp

Existing Contact Dialog

Existing Contacts

Send Email

OR

OR

Integrations

Salesforce

Outlook

Gmail

Opportunity-

Sent Email

Create Note

Meeting

Phone

Link with CRM.

Edit Note

Sent Email

Create Note

Meeting

Phone

Create Custom Url

Requirements for URL: Use alphabet, numeric and some special characters like hyphen (-), ampersand (&), and underscore(_). Minimum characters must be 2 and maximum characters is 25

Link to activity:

Contact

Account

Opportunity

Step 1- Create URL

Custom Url:

https://infoapp.com/

Step 2- Where are you posting your link?

Youtube

Linkedin

Step 3

Available - Please click to accept:

.infoapp.com

Not Available

Save Template

Save as:

Enter Contact

Link to activity:

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Contact

Account

Opportunity

Message Sent

Reply

Edit Item Details

Image/Video to be added dynamically

max 10

Edit Item Details

Image/Video to be added dynamically

Change Image Style

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top

Top Section

middle

Middle Section

bottom

Bottom Section

custom

Custom Crop

none

Original Image

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Alert

Could you please add some keywords to the Top Box with the Key Icon?

Keywords help the user find the correct information.

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Please enter Page name to continue.

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Please select replacement Content type:

Website
Youtube
Vimeo
PDF (Local)

Select type of content:

1

2

Select Docs

Website
Youtube
Vimeo
PDF (Local)

This is testing

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If you'd like to share this page with someone in your company, simply click on the signed-up user listed below:

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