Log an Email from Outlook to a Contact

Log an email to an existing contact in TermSheet to keep important communication tracked in a centralized location.

📑Learn To: 

• Log an email from Outlook to a contact in TermSheet
• View a logged email from a contact in TermSheet

🔒Permissions

Any user can install the Microsoft Outlook Add-in and create deals, log emails, or sync contacts from Outlook to the TermSheet account.

💡Things to Consider

⚙️Steps

Overview Video:

Log an email from Outlook to a contact in TermSheet

1. Open Outlook and select an email.
2. In the TermSheet Add-in panel, select the search bar and search for any contact. A list of results will populate in the panel.
3. Select the "Log Email" icon next to the name of the contact. 
4. The icon will be dynamically updated to a checkmark icon once the email has been logged successfully. 

View a logged email from a contact in TermSheet

1. Navigate to a contact record in TermSheet.
2. Select the "Emails" tab within the contact record. 
3. Logged emails will appear in this tab.