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

  1. Open an email in Outlook
  2. Open the TermSheet Add In
  3. If this is the first time using the add-in, log in using the same login used for the web application. 
  4. Select "Add a New Contact"add contact from outlook addin
  5. add contact button
  6. Enter the Contact details.add contact details from outlook addin
    add contact details -zoomed
  7. Select Save.

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