• OnePlace Marketing & Business Development

    Microsoft Outlook Add-In

The OnePlace Marketing & Business Development Microsoft Outlook add-in lets you easily track emails, events, and attachments from your inbox and calendar. The add-in helps you save time, reduce administrative burden, create firmwide transparency, and gather the data you need to build robust long-term reporting and analysis.

 

Sync Data Without Leaving Microsoft Outlook

The average matter requires hundreds if not thousands of emails to achieve a successful outcome. The OnePlace Marketing & Business Development Microsoft Outlook add-in helps transform these communications — and the data embedded within them — into valuable institutional knowledge, helping busy professionals make informed decisions and act quickly.

The OnePlace Marketing & Business Development Microsoft Outlook add-in analyzes information found within your emails and calendar events, then surfaces the relevant data for immediate use within OnePlace Marketing & Business Development. When you open an email or meeting, you can choose to sync its contents to specific contacts, companies, opportunities, and matters within OnePlace Marketing & Business Development — all without ever leaving the Microsoft Outlook window.

By quickly and easily syncing Microsoft Outlook emails and events to OnePlace Marketing & Business Development, you’ll drastically decrease time spent on manual data entry while increasing capture and accuracy.

Leverage Powerful Features at Your Fingertips

The OnePlace Marketing & Business Development Microsoft Outlook web add-in allows users to access many of their favorite Intapp OnePlace web portal features directly within Microsoft Outlook. Microsoft Outlook users can search within OnePlace Marketing & Business Development directly from the add-in pane, then drill down into entries — all without having to open a separate window. From this view, users can read and edit entry detail pages, read charts, add entries, and mark entries as favorites.

In the web portal’s Edit mode, users can configure and preview the way widgets appear in the OnePlace Marketing & Business Development Microsoft Outlook add-in pane. Admins can configure information on an entry detail page to appear differently on the add-in pane compared to its layout on the web portal.

The OnePlace Marketing & Business Development Microsoft Outlook add-in for Windows and Mac is available via the Microsoft Exchange Admin Center. The OnePlace Marketing & Business Development Microsoft Outlook add-in for iPad/iPhone is available through the Microsoft Outlook client for iPad/iOS. Personal login credentials are the same as Intapp OnePlace web portal credentials.

Analyze Your Inbox and Calendar

The Microsoft Outlook add-in for OnePlace Marketing & Business Development includes an intelligent, proprietary data-processing layer. Quickly analyzing your Microsoft Outlook activity, the add-in automatically performs the following actions:

  • Syncs content of the email or event to OnePlace Marketing & Business Development
  • Recommends specific people as new contacts
  • Prompts you to log activities to existing contacts, companies, matters, or other records
  • Highlights tags for existing entries based on the contents of the email or event
  • Suggests documents to sync with OnePlace Marketing & Business Development
  • Informs you whether emails and events have already been synced.

 

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