Article

Outlook add-in - Activity Tracker

Body

The Outlook add-in for Pipeline must be installed before proceeding. If you've not completed this step, see Outlook add-in - Installation.

 

Update various parts of your Tracker including Activities, Contacts, Targets, and Reminders:
 

 1   Select an email.
 2   Engage the Add-in, log in if necessary, and select a project.
 3   Click Add to Activity Tracker.
 4   Select a Tracker by clicking in the Tracker field.
 5   Select a Target by clicking in the Target Name field. To create a new one go to the Targets section of this article. 
 6   Select a Contact by clicking in the Contacts field, To create a new one go to the Contacts section of this article.
 7   Select a Stage. If a stage is changed in the Add-in, the Target's stage is updated in the project. 
 8   Select a Status. If a status is changed in the Add-in, the Target's status is updated in the project. 
 9   Select an Activity Date. The current date is selected by default.
 10   Add a note. 
 11   Optionally, add a Reminder. 
 12   Click Add to Activity Tracker.
Title
Outlook add-in - Activity Tracker
URL Name
Outlook-add-in-Activity-Tracker

Summary

Provides guidance on updating various parts of the Tracker, including Activities, Contacts, Targets, and Reminders, after installing the Outlook add-in for Pipeline.

Related Articles