The NextStage Outlook integration allows you to associate threads with contacts and opportunities similar to the BCC email feature -- but all from Outlook.

To install the add-in, start to compose a new message. Click the additional menu to the right of "Signature" in the top bar -> Get Add-ins

Search for "NextStage" in the top right bar, select the NextStage option, and lastly add the Add-in

After you've installed the add-in, you'll see the NextStage Addin for Outlook shortcut when composing new messages. Click this to get started.

Click on the NextStage for Outlook button on the top menu bar.

While composing an email, click on the menu on at the bottom of the composer (shown below).

You will be prompted to sign in; continue with your existing NextStage account credentials.

You can now choose whether to track a conversation with contacts on NextStage (this will add the email as a Note for contacts on the thread). You can also search for Opportunities to associate the thread with, similar to how the BCC email address feature works.

After you've selected the appropriate options and opportunities, just hit send and the conversation will be added as Note(s) according to your selections.

As always, if you have any questions or need support, please contact us - we're happy to help.