in ContactsContactsCreateCreateFall ’14 ReleaseWorking with Contacts

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LinkPoint Connect users can create new Contacts within Outlook for Contacts users refer to but that may not be needed in Salesforce. In this section, you will learn how to create Outlook contacts using LinkPoint Connect.

 

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Creating Outlook Contacts from Email Signatures

Step_1

Select an email from a Contact you wish to add to Outlook.

 


Step_2Highlight the signature within the email. Drag and drop the highlighted signature to the Drop Zone at the bottom of the Side Panel. Release the selection over the icon for Create a New Outlook Contact.

 


Step_3Review the information on the Contact screen within Outlook. Verify the prepopulated information and add any additional details as necessary.

 


Tip: If you want the Contact to sync to Salesforce, click the Link to Salesforce button This will flag the Contact to sync to Salesforce if you have Contact Sync enabled. Leave this selection blank to create the Contact in Outlook only.


 

 


Additional Resources: Refer to the Syncing Contacts Between Outlook and Salesforce with Manual Sync section of this User Guide for more information.


Finish editing the contact information and then click the Save & Close button to create the contact.

 

 


Download_WebDownload: Access the complete LinkPoint Connect: Microsoft Outlook + Salesforce User Guide in .pdf format. Get the User Guide


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