With the Upsales Office 365 Mail app, you can create emails in Outlook and import information to Upsales, send emails within Upsales, and view Upsales company and contact information from your Outlook account.

Please note:

1) Email bounces show in your Office 365 inbox, not in Upsales.
2) Opening the email in your sent folder counts towards your open rate (as an open event. 

This article covers:

Installing the add-in:

• Activating the Office 365 Mail web app
• Activating the Office 365 desktop app
• Installing Upsales add-in for Outlook
• Pairing user accounts with Outlook

Using the Outlook add-in:

• Using the Outlook app
  • Logging emails
  • Viewing Company and Contact Card Highlights
  • Adding contacts

Activating the Office 365 Mail web app

1. Click Settings → App directory:
   
   
   
   
2. From the Apps list, select Office 365 Mail
3. On the Office 365 Mail screen, select Activate
4. Select Accept terms to continue
5. Press Sign in with Microsoft
6. Click Save

The Office 365 Mail has been activated.

Office 365 can't be activated at the same time as the Upsales Gmail app

Activating the Office 365 Mail desktop app

1. Open Outlook
2. Click Home → Get Add-ins:
   
   
   
   
3. Search for Upsales:
   
   
   
   
4. Follow the prompts to install, using your Office 365 details
5. Upsales will now show when you go to File → My add-ins:
   
   
   
   

Installing Upsales add-in for Outlook

Select an email from the list and click on “...” at the top right corner, then select “Get Add-ins” from the displayed context menu:

Open the My add-ins tab. Click Add custom add-in from url:

Users: Pairing user accounts with Outlook

To pair your Outlook account with the Upsales Office 365 Mail app, complete the following steps:

1. In your Outlook account, select the three dots icon to the right of an email message
2. From the menu, click Upsales:
   
3. A pop-up will appear. Click Login:
   

Please note: Check your browser allows cookies from third-party sources. This can usually be enabled in the privacy and security settings.

4. After logging in, the Set up your Outlook with Upsales information displays with the Pairing Code to the right of your Outlook window:

5. Here's how to enter the pairing code in Upsales:

1. • Click Settings → App directory:
     
     
     
     
   • From the My profile list, select Office 365 Mail:
     
     
     
     
   • Toggle to enable the Office 365 extension:
     
     
     
     
2. Enter the pairing code and click Save
3. Click Done in Outlook client:
   
   
   

Using the Outlook app

1. In your Outlook account, click the icon to the right of an email message:

This opens the Upsales pane, where you can complete the following Upsales tasks from your Outlook account:

• Logging an email as a closed activity
• Viewing company card, contact cards and opportunity highlights 
• Adding a new contact and company

Logging an email

To log an email as a closed activity, simply select Log email from the Upsales pane in your Outlook window. 

Emails are available from the Activity history on the Company card. 

Viewing company and contact card highlights

When composing a new email in Outlook, the add-in tries to match the email address to an existing contact.

This is to display the Contact information, Company information, and links to any open opportunities.

You then have easy access to contact information.

Adding a new contact

When you receive an email to your Outlook account (paired to your Upsales account), Upsales will attempt to match the email address to your contact's database.

If no contact is found, here's how to add the contact:

1. Select the icon to the right of the email message to open the Upsales pane.
2. Enter the contact's First name and Last name.
3. Enter the contact's Company name. 
   
4. Select Create company and contact.