How to log into the Sidebar for Outlook

The first time you open the Sidebar for Outlook, either on the web or desktop, you need to sign into your Insightly account.

To sign into the Outlook Sidebar:

1. Open an email.
2. Click the Insightly icon. 


3. Click Open Sidebar.  

If you're using the Sidebar on a desktop version of Outlook, click Open Sidebar on the ribbon.

4. Click Log In to Insightly. If you don't already have an Insightly account, click Sign Up For Free!

If the pop-up box doesn't appear, check to see if a pop-up blocker is enabled for your browser.

5. Enter your credentials and click Log in.

You can now save your emails to Insightly and view your records in the Sidebar. 

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