Description
The Outlook Calendar Integration feature allows users to sync their Outlook calendars with Insellerate. This feature is in BETA testing and currently allows for a one-way sync from Outlook to Insllerate.This article describes the steps admins and users take to connect a user’s Outlook Calendar to Insellerate
Invitations corresponding to an application or contact in Insellerate are automatically linked in the Outlook integration. The user must be assigned or have access in order to view the application or contact for the event to be associated. The system will only attempt to link invitations containing a single invitee. In instances of multiple matches, the system will link the invitation to the most recent lead with activity.
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Please contact Insellerate supportSupport to request that this feature be activated for your company. You may need to request company approval depending on your corporate Outlook settings. (See Step 4 of the Instructions for Users section in this article for details.) |
This article describes the steps admins and users take to connect a user’s Outlook Calendar to Insellerate.
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Instructions for Admins
Follow these steps to turn the Outlook Calendar Integration feature on for each role in your organization.
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