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Use Inpart for Outlook add-in

Push emails and link contacts to the right companies or opportunities in Inpart Deal, directly from your mailbox.

To install the add-in on your Outlook, see Install Inpart for Outlook add-in. 

Overview

You need to have a Manager role to install and use Inpart for Outlook Add-In.

The Outlook add-in enables you to:

  • Browse company, opportunity, and contact records stored within Inpart Deal directly from Outlook.
  • Add new companies, opportunities, and contacts in Inpart Deal in a few clicks.
  • Push emails and attachments into Inpart Deal to have the right information in the right place.

Outlook add-in overview.png

Click the pin icon to keep the add-in open while navigating among emails. The add-in stays open when the pin is vertical.

Outlook add-in pin.png

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 Inpart Deal, 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 master list of contacts on the Contacts page.

Outlook

First, open the email you're interested in, and click the Inpart icon in the toolbar to open the add-in in a side panel on the right of your mailbox.

Outlook add-in use 1.png

Select the company

If this is the first time pushing an email from this company to Inpart Deal:

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 Inpart Deal: click Create new.
  • Select the company record you might have previously created in Inpart Deal. 
  • Select the company profile suggested by Inpart Data.

Outlook add-in use 2.png

If you already pushed once a contact to a company from the add-in to Inpart Deal:

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.

Outlook add-in use 3.png

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 Inpart Deal.

Outlook add-in use 4.png

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.

Outlook add-in use 5.png

Email section: you can add a note which will appear in Inpart Deal with the attached email. You can mark it as important and select the files you want to attach to the company record in Inpart Deal. 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.

Outlook

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 Inpart Deal, 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 master list of contacts on the Contacts page.

Outlook

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.

Outlook add-in use 6.png

To create a new opportunity, click Create new and follow the steps:

  • 1/3: Select the initiative.
    Outlook
  • 2/3: Name your opportunity.
    Outlook
  • 3/3: Confirm the information.
    Outlook

Push the email and contacts

Once the opportunity has been created, the following screen appears:

Outlook

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 Inpart Deal.

After that, the procedure is the same as for companies.

Specifications

Tooltips warn you when emails, attachments, and contacts have already been pushed to Inpart Deal.

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