The NextStage Outlook Add-in allows you to link email conversations to Contacts and Opportunities without using BCC addresses. This ensures all communication is automatically tracked and accessible within your pipeline.
This integration works with Microsoft 365 Commercial tenants. If you are using a GCC tenant, please follow these instructions.
Installation
Step 1: Open the Add-ins menu in Outlook
Start composing a new email in Outlook.
Click the three-dot menu in the toolbar, then select Get Add-ins.
Step 2: Search for the NextStage Add-in
In the Add-ins store:
Enter NextStage in the search bar
Select NextStage Addin for Outlook
Click Add
Step 3: Verify the Add-in is installed
Once installed, you will see the NextStage Addin for Outlook button in the email compose toolbar.
Step 4: Access the Add-in in Outlook Desktop (Windows)
In Outlook Desktop, click the NextStage for Outlook button in the ribbon while composing an email.
Step 5: Access the Add-in in Outlook Web
In Outlook Web, click the three-dot menu at the bottom of the email compose window and select the NextStage Add-in.
Using the Add-in
Step 1: Open the NextStage Add-in
Click the NextStage Add-in icon to open the integration panel.
You may be prompted to sign in using your NextStage credentials.
Step 2: Associate the email with Contacts
Enable: Link this conversation with contacts
This will:
Save the email as a Note on associated Contacts
Ensure communication history is preserved
Provide full visibility for capture teams and leadership
Step 3: Associate the email with Opportunities
Use the Add-in panel to:
Filter opportunities
Search by opportunity name
Select one or more opportunities to associate
When selected, the email will automatically be attached to those Opportunities as Notes.
Alternative Method: BCC Tracking
You can also associate emails by adding your unique NextStage BCC address to the email.
This method:
Works in any email client
Automatically links the email to NextStage
Requires no manual interaction
However, the Add-in provides a more seamless and user-friendly experience.
What Happens After Sending
Once you send the email:
The email will automatically be saved in NextStage as:
Contact Notes
Opportunity Notes
Historical communication records
This enables:
Capture teams to track communication history
Leadership to review engagement activity
Proposal teams to reference prior conversations
Best Practices
Recommended usage:
• Use the Add-in instead of BCC whenever possible
• Associate emails with Opportunities early in the capture lifecycle
• Ensure emails are linked to the correct pipeline opportunity
• Encourage capture teams to use this consistently
This improves capture visibility, pipeline accuracy, and team coordination.
Troubleshooting
If the Add-in does not appear:
• Restart Outlook
• Confirm it is installed in Get Add-ins
• Ensure your Microsoft tenant allows add-ins
• Contact your administrator
Need Help?
If you need assistance installing or using the Add-in, contact:
hello@nextstage.ai or message support via Intercom.