New Features
Start off my downloading your DARTS Outlook plugin here: Outlook Plugin Here are the steps to complete: 1.) Have Outlook shut down. 2.) If you have Google Calendar, please exit application from your systems tray. 3.) Click on: Masterdigm Plugin link.Outlook Plugin 4.) Click on the : First Install.exe Once updated, click on: 5.) Setup.exe Please follow the prompts till it completes. 6.) Open Outlook. You should see a new button called "MasterdigmCRM" Note: If you don't see the button, please do the following: In Outlook, click on Tools, then "Trust Center". Then click on "Add-ins" At the bottom of...
Now you can upload your contacts in a .CSV format and tag the data as either private or public. If you choose public, the data will then be shared across your CRM user base. You can also tag the data as to what category the contacts are in. For example, if you are in the real estate industry, you can upload all of your escrow, title reps, mold inspector, etc. into the CRM and have them categorized for easy searching.

