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Add Email to Salesforce allows you to push any emails you receive in Outlook to your Salesforce account. We do the look up based on the sender of the email, so we can currently only use this button for emails you received - and not emails you sent. We are working on changing the functionality to all...
In order to insert Calendar times from OWA, open up a new Compose window, click Add-Ins > ToutApp. You will see all your Tout options appear, click on Calendar and select the open times you would like to insert into your email. Be sure to hit Tout It instead of Send!
In order to add a Template or Campaign from OWA, click Add-Ins > ToutApp.You will see all your Tout options appear, from there you can schedule the email, insert calendar times/templates and add tasks. You can even schedule your email, just be sure to hit Tout It instead of Send!
Review our guide on getting ToutApp setup in OWA. Once these steps are complete you will be able to Tout your emails Through OWA!
In order to add a Template or Campaign from OWA, click Add-Ins > ToutApp. You will see all your Tout options appear, click on Templates and select the template/campaign you would like to Send. Be sure to hit Tout It instead of Send!
In order to add content, open up a new Compose window and click Add-Ins > ToutApp. You will see all your Tout options appear, click on Content and select the content you would like to attach. If it is not there, click "+" to upload a new piece of content. Be sure to hit Tout It instead of Send for i...
Unfortunately at this time we don't have the ability to Add Email to Salesforce from an email in your inbox. However, if you set up your Salesforce integration, every time you Tout an email we will automatically log it to Salesforce.
ToutApp Enterprise subscribers have access to some great dashboards. Once you have installed the ToutApp package for Salesforce, from the AppExchange you will see these dashboards appear.If you are not seeing the correct information populate on the dashboard you will want to make sure that you are l...
To add this to your Lists, go to Setup > Customize and under Contacts/Leads/Accounts open up Search Layouts. From here, Edit Leads List View and drag Push to Tout into the Selected Buttons.
To add this button to your Salesforce instance, edit the Page layout for Lead/Contact/Account. Select the section for Buttons and grab the Email with Tout button and drag it down into the Custom Buttons section of the Details.