Description
The Outlook Calendar Integration integration feature allows users to sync their Outlook calendars with 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 Support 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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Turn the Permission toggle to On in the row where Sync Events appears in the Property column.
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Instructions for Users
Follow these steps to sync your Outlook Calendar with Insellerate. and email with Insellerate. This article describes how to sync your Outlook email to Insellerate. Feature highlights:
The syncing feature is one-way sync from Outlook to Insellerate.
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Insellerate will match to / from emails address in Outlook to record email addresses.
By default, Insellerate will sync back for six months of historical emails (overnight after the authentication process ahs been completed)
Once established, if your Outlook integration is disconnected for any reason (such as a change of password or access expiration per company rules), you will receive an email letting you know that your calendar must be reconnected.
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Navigate to your User Profile.
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Instructions
Select User Profile from the User Avatar dropdown options.
Scroll down and click Third Party Integrations to open the section in the User Profile.
The Outlook email and calendar integration toggles open.
Turn the Outlook 365 Email Integration toggle to Yes.
A Reauthentication button appears and the Microsoft Login popup window opens.
Log in to Outlook. If your organization requires admin approval:
Note:Enter your justification.
Click Request approval.
Select the folders you want to sync with Insellerate.
After you authenticate, Insellerate will sync back six months for historical emails overnight. If your organization requires more historical emails, contact Insellerate Support to increase the number of months. Up to twelve months can be configured for an additional one-time fee. TheReauthenticate 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.
Outlook Calendar items will now be visible in inFlow. (Note: Event summary details showing in the calendar are in development.)
Outlook events are light green.
Insellerate events are blue.
To view the details of the calendar entry:
Right-click on the event.
Click an email in the Communication History section to view it. The application opens showing all of the communication for that application history in the Record List Panel. The content of the selected email opens in the Record Details Panel on the right side.
If the email contains an attachment, the user will be able to see that an attachment was included.To reply to the email, click the Reply icon.
The Reply to Email popup window opens.
Create an email and click Send to distribute.
Click Refresh in the Communication History section to see the new communication activity. The email that was just replied to will be listed in the history.
Select Edit. The invite will open and the details will be visible.
Emails in your Outlook that contain the email address(es) of any of your leads, can now be found in the Communication History section in the Record Details Panel of the lead(s). The Communication History section will show all emails sent and received through your Outlook email address, emails received through the inTouch system, and phone calls.
