Manage Preferences In Infusionsoft Sync For Outlook

Introduction

The buttons at the bottom of the sidebar allow you to hide the sidebar, pause the sidebar from loading contacts, and access your settings.

 

Step-by-Step Instructions

  1. Click the gear icon to access your settings.

     

  2. Login

    This section allows you access to your sign in information. You can also customize proxy settings if your network requires it.

     

  3. Dates

    Use this to change the date format to the one used by your Infusionsoft application.

     

  4. E-Mail

    These settings allow you to choose your attachment preferences.

     

  5. Person

    If you have changed the phone types in Infusionsoft, you can enter them here.

     

  6. Sidebar

    This allows you to hide the sidebar from Outlook and change the location of the sidebar.

     

  7. Sync

    This allows you to enable syncing appointments and tasks between Outlook and Infusionsoft