Outlook Unsightly App

I've successfully installed the Insightly App to my Outlook App. Instead of saving an email to a "contact", is it possible to save this email to an "opportunity" or "project" that has already been set up. Not sure how to do this, please help!

Thanks!

0

Comments

2 comments
  • Oops, Insightly.

    Damn spellcheck!

    0
    Comment actions Permalink
  • Hi Justine,

    Each time you create an "Opportunity" and "Project" (O or P) an Insightly e-mail address is generated specifically for that "O" or "P".

    When you create or reply to an e-mail, copy and paste the designated Insightly e-mail address in the 'cc or  'bcc space and the the e-mail will be filed accordingly.

     

    0
    Comment actions Permalink

Please sign in to leave a comment.