Description
The Outlook integration feature allows users to sync their Outlook calendars and email with Insellerate. This article describes how to set up the Outlook email integration feature.
Note
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.
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 toggle to Yes. A Reauthentication button appears and the Microsoft Login popup window opens.
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.
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.
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.
