Use Inova For Outlook Add-In
Push emails and link contacts to the right companies or opportunities in Inova, directly from your mailbox.
To install the add-in on your Outlook, see Install Inova For Outlook Add-In.
The Outlook add-in enables you to:
- Browse company, opportunity, and contact records stored within Inova directly from Outlook.
- Add new companies, opportunities, and contacts in Inova in a few clicks.
- Push emails and attachments into Inova to have the right information in the right place.
The Outlook add-in is available for users with a Manager role only.
Click the pin icon to keep the add-in open while navigating among emails. The add-in stays open when the pin is vertical.
Push Email and Contacts to a Company
When you push an email and the related contacts from the add-in to a company record in Inova, the email and its attachments will be saved under the Attachments tab, and the contacts will be saved under the Contacts tab. The contacts will also be added to the main list of contacts on the Contacts page.
First, open the email you're interested in, and click the Inova icon in the toolbar to open the add-in in a side panel on the right of your mailbox.
Select the Company
If this is the first time pushing an email from this company to Inova:
Enter the name of the company in the search bar. Then, you can either:
- Create the company record if it doesn't exist yet in Inova: click Create new.
- Select the company record you might have previously created in Inova.
- Select the company profile suggested by Inova Data.
If you already pushed once a contact to a company from the add-in to Inova:
The company record will automatically be displayed in the add-in the next time the contact sends you an email. In that case, you just have to select the company.
Push the Email and Contacts
Then, click Push to display the email content and the related contacts in the add-in, or click View in app to see the company record in Inova.
On the new screen, you can see two distinct sections, one summarizing the email and the other one listing the related contacts that have been identified based on the sender and recipient's email addresses. You can push separately those two pieces of information.
Email section: you can add a note which will appear in Inova with the attached email. You can mark it as important and select the files you want to attach to the company record in Inova. Then, click Push. A confirmation message will be displayed in the add-in.
Contact section: To push a contact, tick it in the suggested list and click Push. You can verify and edit the contact details beforehand by clicking the drop-down arrow to open the contact profile in the add-in.
Push Email and Contacts to an Opportunity
When you push an email and the related contacts from the add-in to an opportunity record in Inova, the email and its attachments will be saved under the Attachments tab, and the contacts will be saved under the Contacts tab. The contacts will also be added to the main list of contacts on the Contacts page.
First, select the relevant company that will be related to the new opportunity, following the steps above. Then, follow the instructions below.
Select the Opportunity
Once you've selected the company, you have two options:
- Select an existing opportunity in the suggested list.
- Create a new opportunity directly from the add-in.
To create a new opportunity, click Create new and follow the steps:
- 1/3: Select the initiative.
- Name your opportunity.
- 3/3: Confirm the information.
Push the Email and Contacts
Once the opportunity has been created, the following screen appears:
You can either click Push to display the email content and the related contacts in the add-in, or click View in app to see the opportunity record in Inova.
After that, the procedure is the same as for companies.
Tooltips warn you when emails, attachments, and contacts have already been pushed to Inova.