Install the Outlook Plugin
- Log into http://vision.insidesales.com
- Enter your Vision credentials
- Your Email address is your username
- Click Account Settings and scroll to the bottom of the page to find your plugin.
- Click Download.
- 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.
The notifications and feed show when a contact opens an email, clicks a link, downloads an attachment, forwards an email, or visits your website.
Find our most recent release notes.
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