Office 365 Sales Tool - don't want to click icon every time
We just switched over to Office 365 and the Sales Tools Add-In does not allow for settings as did the Sidekick Add-In. So, if we want to 'awlays' log/track e-mails, I cannot do so with Sales Tools. The tool also does not auto open when you write an e-mail as Sidekick does.
1. Type in an e-mail address in the "To:" field
1. Sales Tools does not open up the contact window on the right hand side within the e-mail
2. You cannot control settings to 'always' leave log/track on
What's supposed to happen?
1. Window pop-up appears as soon as a user is entered into the To: field
2. You are able to set settings to control whether you want log/track on always or not
This is affecting our Sales and Marketing Team and since we are now on Office 365, we need to use this tool. If we use Sidekick, for whatever reason our Cloud version of Outlook glitches each time we use it. We have no fix for this issue now. Please fix ASAP.
Hello everyone! Glad to be able to report today that we have released pinned taskpanes to the HubSpot Sales O365 Add-in.
This should have automatically updated. When you next are in your inbox, there will be a small pin icon in the upper right corner of the task pane in the O365 add-in. When it is turned on, the task pane will stay open in the inbox. The pane in read and compose pane need to be pinned separately and closing the add-in pane will un-pin it.
Re: Office 365 Sales Tool - don't want to click icon every time
I'm Flora (Yuan) Wang and I'm the PM of the O365 Add-in. Thank you for the feedback and I understand this is especially painful for sales reps who are tracking and logging numerous emails a day. This is something we are actively working on it and I will update this post when we are done.
I would love to chat with any users as well, feel free to DM me here or email me at firstname.lastname@example.org.