**To download the Outlook add in please ensure you have version 2016 or later of Outlook 365.
Download the Exsalerate add in and when sending emails from your inbox you can:
- Add new companies directly to your pipeline.
- Create follow-up activities.
- Add new people/contacts to existing companies.
- Choose the company your email is saved to (if the person is saved against multiple companies in Exsalerate).
- Record the type of email you're sending.
- Save attachments to the documents tab in Exsalerate.
Next, search for exsalerate and click 'Add'.
Note the store may look slightly different to what you see below depending on the version of Outlook you're running.
Next click 'Continue'
Next, compose a new email and click show Exsalerate
Click 'Sign in' and enter your Exsalerate login details and click 'Validate Credentials'
Next, choose your 'Default Email Activity type' - You should see a list of all email activity types you have setup in your Exsalerate account, e.g New Business Email, Followup-Email etc. Choose the default setting, but note you can change this at the time of sending an email.
You can also set the 'Default Follow Up Activity Type' which will be added to your todo list to follow-up on an email sent.
Click Save & Continue to finish up.
Compose a new email and you should see the Exsalerate add-in on the right side of your page as shown below.
Type in the contact email address, if it exists in Exsalerate it will pre-populate the customer name and give options re which company or opportunity it should be filed to.
If the contact does not exist, type in the name and you will be offered options to match it to either a company or opportunity, then click Create
Exsalerate prompts you to set a Follow up Activity to retain or win the business so check or un-check the box based on what you wish to happen.
Set the Type of Activity from the drop down menu, the date and the time.
This will send your email and save a copy to Exsalerate instantly, if you have created a follow-up activity this will also be added to your to-do list.
Please let us know if you have any questions!