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Install the Outlook Plugin

  1. Log into http://vision.insidesales.com
    1. Enter your Vision credentials
    2. Your Email address is your username
  2. Click Account Settings and scroll to the bottom of the page to find your plugin.
  3. Click Download.
  4. Navigate to the Download folder and install the app.

Use the Plugin

Templates & Attachments

If you are missing resources, click Sync to reload templates and attachments.

  • Save As Template: Save edited emails as new templates. The Plugin will take you to the Vision website to save and organize the new template.
  • Organize Resources: Go to the Vision website (http://vision.insidesales.com) to organize your attachments and templates into folders.

Activity Feed

The notifications and feed show when a contact opens an email, clicks a link, downloads an attachment, forwards an email, or visits your website.

Release Notes

Find our most recent release notes.

Forum

Our InsideSales.com community forum is coming soon.

Advanced Training Guides

Advanced training for the PowerDialer for Salesforce.

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