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Rebecca Kornblum

Rebecca Kornblum

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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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Note
Organizations Some organizations must request permission to access the Outlook integration feature. You may need to request company approval depending on your corporate Outlook settings. Your company’s Outlook administrator may need to grant Insellerate access.

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