Outlook Update Email Item

Learn more about adding to a Cadence from Connect for Outlook below.

You can Loft emails, view and insert templates, create reminders, and view a Persons SalesLoft information while engaging with your prospects directly inside of your Outlook environment.

If youre not sure how to check your client version, check out these instructions.

Outlook Update Email Item

SalesLofts Outlook add-in is heavily dependent on it for the Lofting feature since it allows us to fetch email and attachments from the Exchange server, update email item with tracking linkspixel, and after all, send an email.

You can learn more about the detailed description of permissions model.

This refreshes the side panel to view the current Persons information.

By pinning the side panel, you ensure it always stays opened in your inbox, saving you the steps of re-opening the panel, and you can easily access important data.

If you do not wish for the email to be tracked, you can use the normal Outlook Send button to send without syncing it to SalesLoft.

The Loft It feature allows the email to be tracked for opens, clicks, and replies via the SalesLoft platform.

From here you can access both Personal and Team Templates and Snippets via the side panel.

Dynamic tags populate automatically with the corresponding recipients information.

To enable logging to alternative records, reach out to your team admin to enable the feature.

The grey bar indicates which Who (LeadContact) and What (AccountOpportunity) record the email will be logged to in Salesforce.

In the event there are multiple open Opportunities, the most recently modified Opportunity will be selected as the default.

SalesLoft will search Salesforce for any records that match.

This will open the list of all Account and Opportunity records in Salesforce related to the selected Contact.

Things to Note: You are not allowed to select the Related To record if a Lead is selected in the Name field.

The side panel will expand with the Reminders tab on display.

For example, if you receive an out of office reply that a recipient is off because they just had a baby, you may want to remind yourself to send them a congratulatory gift.

This way you dont need to bounce back and forth between your email and the SalesLoft platform.

If the Person is not in SalesLoft, you can quickly add them directly from Outlook.

To add a tag, type the name of the tag in the text box and hit your enter key.

To update a Persons stage, select the Cadence Stage dropdown menu and pick the stage you want.

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