- Support Site
- Integrations & Add-ins
- TermSheet for Microsoft Outlook
Add a Contact from Outlook
Create a new Contact in TermSheet directly from the email it originated from via the TermSheet Add-in for Outlook.
💡Things to Consider
Contact Type is a required field.
⚙️Steps
- Open an email in Outlook
- Open the TermSheet Add In
- If this is the first time using the add-in, log in using the same login used for the web application.
- Select "Add a New Contact"
- Enter the Contact details.
- Select Save.
