**To download the Outlook add-in please ensure you have version 2016 or later of Outlook 365 for Business.
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/opportunity 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.
To download simply go to the Microsoft App Store or in Outlook see below
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 set up in your Exsalerate account, e.g New Business Email, Follow up-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, make sure you pin it to keep it there
Type in the contact email address, if it exists in Exsalerate it will pre-populate the customer name and give options re which company/opportunity it should be filed to.
If the contact does not exist, you will be offered options to match it to either a company/opportunity, or create a new company/contact profile within Exsalerate by typing in the details then click Create
Exsalerate will prompt you to set up 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.
Click to add the email to Exsalerate. This will save a copy to Exsalerate instantly if you have created a follow-up activity this will also be added to your to-do list.
Click send to then send the email to the contact.
If you wish to send historical emails to Exsalerate (that have already been sent) simply type the email address of the recipient in the To field, Exsalerate will find the contact/company and then click to add it to Exsalerate without sending from Outlook.
Please let us know if you have any questions!