in ConfigureConfigureViewViewWorking with the Side Panel

About

The LinkPoint Connect Side Panel is designed for users to spend the majority of their time working directly within Microsoft Outlook and still see content that is updated in real time from Salesforce. Users can also jump directly to specific records in Salesforce, without the need to search and scroll for information. The Side Panel shows users the specifics about who the contact is, where they left off in the sales or support process, and the interaction that others in the company may have had with the contact. The Side Panel shows Salesforce data and lets users create or edit information dynamically. In this section, you will learn how to show and hide the LinkPoint Connect Side Panel in Outlook.

 

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Showing and Hiding the LinkPoint Connect Side Panel

Step_1Open Microsoft Outlook. The LinkPoint Connect Side Panel will appear by default.

 

 


Step_2Select the LinkPoint tab on the Outlook Ribbon, and click the Show Side Panel button to enable the Side Panel.

 


Step_3Select the LinkPoint tab on the Outlook Ribbon, and click the Hide Side Panel button to disable the Side Panel.

 


Step_4Click the >> button in the top right corner to collapse the Side Panel.

 


Step_5Click the LinkPoint Connect button to Quick View the Side Panel. Quick View provides temporary access to the Side Panel, showing information for contacts or leads on the selected email. Click anywhere outside of the Side Panel to hide it again.

 


Click the << in the top right corner to expand the Side Panel.

 

 

 


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


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