Outlook Plugin: How to install

Step by step on installing and utilising the Outlook plugin

Installing the Plugin

Please make sure that the latest version of Outlook is installed in order to use the Atominvest Plugin:

1. Select "Get Add In" from the Outlook banner on the top-right
   
2. Select "My Add-ins" from the tabs on the left-hand side and scroll down to Custom Add-ins
   
3. Search for Atominvest for Outlook (for more detailed instructions, please see this guide)
   
   
   
   
   
4. Once the plugin is added, please click on the More Actions button on the top right and the Atominvest plugin should be visible there. 

- For full access to our plugin which enables you to add other points of data (Contact, lp details, notes and deals), please select Atominvest and a popup will appear which will prompt you to login.

- To push an email to CRM directly, please select Push Email to CRM

Pushing Emails to CRM

1. Please click on More Actions button on the top right, select Atominvest and click on Push Email to CRM
   
   

Adding Contacts, LP details, Notes and Deals

1. Please click on More Actions button on the top right, select Atominvest and click on Atominvest. A popup will appear on the right.

2. The popup will ask for an "Environment" - please use your Atominvest handle and then use your normal credentials to login. 

3. After entering the information, the popup as shown below will appear which allows you to update contacts, companies, investor accounts, investor entities, deals and notes.

• "Contacts" could include any contacts including LPs, admins and others. The plugin will recognize which contact exists in your portal to avoid duplication.
• "Company" could be any company, not necessarily investors or prospects (e.g. the taxi company that your company uses).
• "Investor Accounts" are your LP relationships
• For institutional/corporate "Investor Accounts", you will still have to create the underlying company before completing the setup. If you would like to create a new record for your LP via the plugin, we'd recommend directly adding an Investor Account; you'll be able to add the LP's company through the same pop-up window.