Use Inpart for Outlook add-in

Push email or meeting contents to the right companies, opportunities, agreements, or alliances in Inpart Deal, directly from your Outlook mailbox.

To install the add-in on your Outlook, see Install Inpart for Outlook add-in. 

Overview

Plan availability: Essential/Advanced
User role required: Manager

The Outlook add-in enables you to:

• Browse company, opportunity, agreement, alliance, and contact records stored within Inpart Deal directly from Outlook.
• Add new companies, opportunities, meetings, agreements, alliances, and contacts in Inpart Deal in a few clicks.
• Push emails and meetings with their contacts and attachments to Inpart Deal to have the right information in the right place.

Click the pin icon to keep the add-in open while navigating among emails. The add-in stays open when the pin is vertical.

When you push an email or meeting with the related attachments and contacts from the add-in to companies, opportunities, agreements, or alliances in Inpart Deal:

• The email and its attachments will be saved under the Attachments tab.
• The meeting will be saved under the Meetings tab, if applicable. (Agreements don't have related meetings in Deal, so we don't provide the option to push meetings to agreements). The meeting will also be added to the meeting hub.
• The related contacts will be saved under the Contacts tab. The contacts will also be added to the contact hub.

Open the Outlook add-in

Open the email or the meeting. For emails, the add-in appears in the toolbar whether you're in the side view or full view of the email. For meetings, you need to open them in full view from the calendar section of Outlook to see the add-in in the toolbar.

Click the Inpart icon in the toolbar to open the add-in in a side panel on the right of the email or meeting.

Select the company

• If this is the first time pushing an email from this company to Inpart Deal:

Enter the name of the company in the search bar. Then, you can either:

• Create the company record if it doesn't exist yet in Inpart Deal: click Create new.
• Select the company record you might have previously created in Inpart Deal.
• Select the company profile suggested by Inpart Data.

• If you have already pushed an email or meeting to a company from the add-in to Inpart Deal:

The company record will automatically be displayed in the add-in the next time the same contact sends you an email or meeting invitation. In that case, you just have to select the company.

Push to a company, opportunity, agreement, or alliance

Once you've selected the company, the following screen will appear with the company details. 

• To push the email or meeting to the company only, click Push under the company details. You can also click View in app to open the company page in Deal, in order to check further information about the company.
• To push the email or meeting to an opportunity, agreement, or alliance, select one of them in the list below the company details, or create a new one by clicking Create new.

Once you've selected one of the opportunities, agreements, or alliances, a new screen will open with their details. Click Push, a new screen will appear where you can see one section summarizing the email and another section listing the related contacts that have been identified based on the sender's and recipient's email addresses. You can push separately those two pieces of information.

Email section: you can add a note which will appear in Inpart Deal with the attached email. You can mark it as important and select the files you want to attach to the company record in Inpart Deal. Then, click Push. A confirmation message will be displayed in the add-in.

Contact section: To push a contact, tick it in the suggested list and click Push. You can verify and edit the contact details beforehand by clicking the drop-down arrow to open the contact profile in the add-in.

Specifications

• Tooltips warn you when emails, meetings, attachments, and contacts have already been pushed to Inpart Deal.