Type some default text for the template in the body text box just as you would with any other email message. Enter a default subject for the message template in the “Subject” field of the New Message window.

You do not have to send a message to this recipient, but entering an address here will allow you to save the template later.

Type any email address in the “To” field of the new message window. The HTML button is just to the left of the font selection drop-down box. Still need help? Contact our Support Team.Click the “Format Text” tab in the New Message window, and then click the “HTML” button in the Format area of the tab. Leave this selection blank to create the Contact in Outlook only.Īdditional Resources: Refer to the Syncing Contacts Between Outlook and Salesforce with Manual Sync section of this User Guide for more information.įinish editing the contact information and then click the Save & Close button to create the contact.ĭownload: Access the complete LinkPoint Connect: Microsoft Outlook + Salesforce User Guide in. This will flag the Contact to sync to Salesforce if you have Contact Sync enabled. Tip: If you want the Contact to sync to Salesforce, click the Link to Salesforce button. Verify the prepopulated information and add any additional details as necessary. Review the information on the Contact screen within Outlook. Release the selection over the icon for Create a New Outlook Contact. Drag and drop the highlighted signature to the Drop Zone at the bottom of the Side Panel.

Highlight the signature within the email. Select an email from a Contact you wish to add to Outlook. In this section, you will learn how to create Outlook contacts using LinkPoint Connect.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.Ĭreating Outlook Contacts from Email Signatures LinkPoint Connect users can create new Contacts within Outlook for Contacts users refer to but that may not be needed in Salesforce.

How to create outlook email signature