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The Outlook add-in allows you to do the following: Note: For the Outlook add-in to show information about a lead/contact, an email should be opened.
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Note: If Outlook add-in doesn’t login, refresh the Outlook tab once and you will be logged in. If the email is not a part of Freshsales, you can add it to Freshsales by clicking Add Lead or Add Contact button. The Freshsales add-in will fetch information related to the lead/contact (if the email recipient is a lead or contact in your Freshsales account). Upon Login, you will be taken back to your Outlook. This will take you to a new page where you will have to authenticate access to your Outlook account. This opens a side panel where you will be asked to provide your Freshsales account credentials.Įnter the Freshsales CRM domain name and click. To connect your Freshsales account with the add-in,Ĭlick the Freshsales icon. Once the installation is completed, you can find the Freshsales logo whenever an email is opened.
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This begins the installation of your Freshsales Add-in in your Outlook inbox. This brings up the Outlook store overlay. In your Outlook web, click the app launcher icon on the top left corner of your window.Ii) Get context about a Freshsales lead/contact within Outlook Whenever an email is opened, the add-in brings up information about relevant Leads/Contacts on the side panel, thereby enabling users to gain context about their prospects before engaging with them. With the Freshsales Outlook Add-in, users can access information about their Freshsales Leads/Contacts from within Outlook.
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