Article

Outlook add-in - Contacts

Body

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

Add contacts to your Pipeline project by clicking in the Contacts field and selecting Add new Contact at the top. 
 

 1   Click Add to Activity Tracker.
 2   Select a Tracker by clicking in the Tracker field.
 3   Select a Target by clicking in the Target Name field.
 4   Click in the Contacts field.
 5   Select Add New Contact.
 6   Enter their contact information.
 7   Optionally, click Show More to add more details.
 8   Click Save.
Title
Outlook add-in - Contacts
URL Name
Outlook-add-in-Contacts

Summary

Provides guidance on adding contacts to a Pipeline project using the Outlook add-in.

Related Articles