Connecting your Microsoft/Outlook365 account to kvCORE will enable syncing features for contacts, email, and your calendar.
How to Connect Your Outlook Account
Step 1 - Find the mail icon at the upper right of the dashboard, and click 'Connect an Outlook Mail Account'.
Step 2 - Sign in to your Outlook account.
Please Note: You may need to verify your login if prompted.
Step 3 - Verify Permissions.
Scroll down and click 'Yes' on the bottom right.
TIP: kvCORE is not downloading or saving any of your emails. It only ever shows you what matches the lead you're reviewing. InsideRE also does not allow any other users access to your account. You are the only one within your brokerage that will be able to access your emails.
Microsoft/Office 365 Requiring Admin Approval
You may encounter an administrative error when trying to connect Office365/Outlook. If you see this message, then the Office365 Administrator needs to allow kvCORE permissions. Click Here for instructions.
Microsoft/Office 365 Sync Feature Highlights
Imports emails you have sent to your leads that are in kvCORE, into their timeline. When you open a lead or contact in kvCORE, you can see their email history. Click here for more information.
Sync Tasks/Reminders. The tasks you create in kvCORE will be synced to your Google Tasks list. Click here for more info on Google Tasks.
Option to Sync Calendar. You can see your Google Calendar in your kvCORE dashboard if you want. Click here for more information.
Sync Contacts. You can sync your contact database easily to/from kvCORE. Click here for more information.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org
(Keywords: Outlook, Microsoft Office 365, Microsoft)