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: 

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

💡Things to Consider

⚙️Steps

Add New Contact from Outlook Add In

1. Open Outlook and select an email.
2. Open the TermSheet Add In 
3. In the TermSheet Add In panel, select "Add Contact"
4. Enter the Contact information. Name, Email, and Contact Type are required fields.
5. Select Continue to save the contact to TermSheet CRM. Once the contact has been saved, an email can be logged against that contact record. (See below)

Log an email from Outlook to a contact in TermSheet

Overview Video:

1. Open Outlook and select an email.
2. Open the TermSheet Add In
3. In the TermSheet Add-in panel, select the search bar and search for any contact. A list of results will populate in the panel.
4. Select the "Log Email" icon next to the name of the contact. 
5. 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.