Outlook Calendar Integration to Tractivity

1. From Outlook Calendar, create or click on an existing appointment. At the top of the screen, click the Tractivity Icon to open the Outlook Integration. 
2. Make sure all contacts are displayed in red. If grey circles are shown, please add the contacts first. 
3. Select the project you wish to add the meeting/event to.
4. Click Create Event Activity 

5. Tick the contacts, organisation and sub-projects and click Save. You can add the information in different ways:

   a. Add as an enquiry activity to existing enquiry, tick the Enquiry Title you wish to attach the activity too.

   b. Add an enquiry activity against a new enquiry, and press create a new enquiry.
   When saved, you can find the information inside of Tractivity.

   You have the same three options you have when adding an email:

   c. Add as a contact activity, tick the contacts, organisation and sub-projects and click Save

    

6. When saved, you can find the information inside of Tractivity.

Outlook Integration will be gradually rolled out over the next few months. For more details, please connect with your dedicated Customer Success Manager.