Handle - CRM - Outlook for Handle

How to capture customer communications quickly with Handle’s new Outlook add-in.

Spend less time digging through emails for important information with the new Handle Add-In for Outlook. The add-in features:

1. Email capture – store emails and attachments in Handle permanently
2. Automatic linking – automatically link emails to your accounts and contacts
3. Suggestions – quickly link emails to active leads, quotes, etc. with a single click
4. Search Handle – access any item in Handle to reference or link with an email
5. Add to Handle – create new accounts, contacts, leads, etc. based on incoming emails
6. Send from Handle – create and track emails by clicking on any email address in Handle

Capture Important Emails

With the Handle Plugin for Outlook you can store important emails and their attachments in Handle.

When you add an email from your inbox, sent folder, or a new email, Handle will:

• Adding a new Email record in Handle so you can find it when reviewing related records
• Saving the Email as a PDF to store the email so there is always record of it
• Attachments become stored Media in Handle, linked to the source email record

So even after your inbox has been cleaned out, you still have important documentation linked to your Accounts, Calls, Quotes, Trade Assessments, or any other record type.

Auto-link Email To Accounts And Contacts

A new email record will automatically link to any matching contacts from your Handle database. And if there is no match, you can create new contacts or search for existing contacts to link to in just a few clicks.

Automated Suggestions

You’ll get automatic suggestions under the “lightening icon” based on the active items you’re working on in Handle – so leads, quotes, deals, or anything else can have the email and its attachments linked to them in one click.

Quick Search for Items

Quick search lets you search across Handle records:

• For things not suggested or auto-linked that you want to link to an email
• To check inventory, edit contact records, or simply reference without leaving Outlook

Create New Contacts and Leads

Stay in your email while working in Handle starting a Lead, adding a new Contact or Account, or logging a Call based on the email.

Send (and Record) Emails Faster From Handle

Start emails in Handle from inside any record to:

• Automatically address the email based on information in the entity
• Add a tracking code to allow the plugin to automatically:
  • Capture any reply emails in Handle
  • Link the tracked emails and their attachments to the original record

Get Started

To use the Outlook Add-In, users need to have View and Create permissions for the Handle Email module.

Then, the user can get the Add-In from the Office Store by clicking on the Get Add-In item in Outlook. Search for "Handle". 

Once they have installed the add-in, have them test it by adding an email:

To add an email from Outlook:

1. Open an email from your inbox or sent folder, or start a new email
2. Click on the Handle Add-In. Locate the user record you wish to send an email to. Copy/paste the email into the 'to' portion of your email. 
3. Craft your email, hit send. Then hit "Save" on the Handle add-on link. 
4. Handle creates a new Email record in Handle and attempts to link it to records based on the email addresses on the email. From the Handle email record, you can add any additional links or comments (quotes, calls trades or any other record in Handle, or add new prospects and contacts into Handle). Save the Handle Email record to store.
5. Handle will:
   • Add the new Email record to Handle so you can find it when reviewing related records
   • Saving the Email as a PDF so there is permanent record of it
   • Add attachments as stored Media in Handle, linked to the source email record