Outlook: Overview

Syncing Contacts between Outlook and PipelineDeals

Once installed, create a PipelineDeals category to sync new contacts and calendar events into PipelineDeals. The formatting of the category must be one word, with a capitalized P and D. 

Outlook and PipelineDeals will sync your contacts on the first setup of the add-in. After the initial syncing, Outlook will apply the PipelineDeals category to all contacts brought in from PipelineDeals. Your contacts in Outlook must have an email address and the PipelineDeals category applied to sync with PipelineDeals. Changes to a contact will update bi-directionally, with priority given to the most recent change. 

Syncing tasks and events between Outlook and PipelineDeals

The add-in will bi-directionally sync tasks and events between your PipelineDeals and Outlook calendar. Any tasks or events entered into Outlook will need to have the PipelineDeals category, to sync into PipelineDeals. Changes made to tasks and events will update bi-directionally with priority given to the most recently updated change version of the record. Syncing between the two programs automatically occurs on a 10-minute cycle.

NOTE: Repeating tasks and events are not currently supported.

PipelineDeals category

Once installed, create a  PipelineDeals category to sync new contacts and calendar events into PipelineDeals. The formatting of the category must be one word, with a capitalized P and D. 

Apply the PipelineDeals category to sync any contact or calendar event into PipelineDeals. All contacts and calendar events created in PipelineDeals will sync to your Outlook account with the category automatically applied.

NOTE: Outlook.com does not currently support contact categories in its user interface. Therefore, you will not be able to apply the PipelineDeals category to sync with PipelineDeals. You can create the record in PipelineDeals by clicking the Sync to PipelineDeals button if you receive or send an email to that contact. 

Adding emails to your PipelineDeals contacts

With the PipelineDeals Outlook add-in installed, you will be able to file emails into your PipelineDeals account under the contact they are associated with. You can add emails, as well as attachments, to PipelineDeals whether the sender or recipient of the message.

After you’ve setup the PipelineDeals for Outlook Add-in, click on the message in your inbox that you want to add to your PipelineDeals account. If the PipelineDeals for Outlook slide-in isn’t already on your screen, click on the Sync to PipelineDeals button, if you are using Outlook 2013, 2016 or Outlook for Mac.
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If you are using Outlook.com, you will see the PipelineDeals icon on the header of the message itself in the viewing pane.

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After clicking in the PipelineDeals icon button, you will see a confirmation summary in the slide-in pane that reviews what you will be saving into PipelineDeals. Click Save to file the email as an activity on the contact's record. You will see a confirmation message when it's saved.

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To file a message that you are sending into your PipelineDeals account:

In the compose new message window, click on the PipelineDeals icon located on the ribbon bar if you are using Outlook 2013, 2016 or Outlook for Mac. The icon is located on the bottom right-hand corner of the compose window if you are using Outlook.com.
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Once you have completed writing your message, on send, a copy of the message will be sent to PipelineDeals and filed under the contact that matches the email address in the “To” field. If a contact matching this address doesn’t exist, a new record will be created and the email will file as an actiivity on the record.

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