How to install and use Outlook Add-in to track emails ?

SalesHandy Outlook Add-in works on any Windows PC, which runs Outlook 10 and above. Here is the Guide to setup SalesHandy with your Outlook: -

Step 1: Download the 32-bit or 64-bit version of SalesHandy Outlook Add-in here.

Step 2: Run the downloaded file to install Add-in. Incase, windows pops up with a warning message, click on More info and then click on Run Anyway.

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Step 3: Open Outlook and fill in the username and password of your SalesHandy account. To create SalesHandy account, click here.

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Step 4: Now, a SalesHandy icon will appear when you click New Email in Outlook.

Step 5: You can start tracking emails by clicking on the Track Email button. All documents using the SalesHandy filelink will automatically be tracked. You can also start Live Meeting directly from the Outlook plugin. 

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Step 6: The notification to email opening will be show on SalesHandy Dashboard, and you will also get desktop notification of any new activity registered on the SalesHandy Dashboard.

Step 7: You can see the list of all email tracked in the email option.

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