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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.

Info

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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  1. Select User Profile from the User Avatar dropdown list.

    image-20241204-215632.png

     

  2. Click Third Party Integrations in the User Profile popup window.

    image-20241204-215800.png

     

  3. Turn the Calendar Integration toggle to Yes. A Reauthentication button appears and the Microsoft Login popup window opens.

    image-20241204-233800.png

     

  4. Log in to Outlook. If your organization requires admin approval:

    • Enter your justification.

    • Click Request approval.

    • Note: The Reauthenticate button will appear in the Third Party Integrations section of your User Profile once your request is approved. If you change your Outlook password, you will need to return to the User Profile and click the Reauthenticate button.
        

  5. Click Update.

  6. Outlook calendar items will now be visible in inFlow. 

    image-20241210-163759.pngImage Added

  7. To view the details of the calendar entry:

    • Right-click on the event.

    • Select Edit. The invite will open and the details will be visible.

      image-20241210-164007.pngImage Added