Manage preferences In Infusionsoft Sync for Outlook

Tags: Outlook Sync

Important! The Infusionsoft Sync for Outlook plugin has been discontinued, is no longer supported, nor is it available for download from the Infusionsoft Marketplace as of August 7, 2020. We recommend using the new Email Sync tool that is built-in to Infusionsoft and automatically syncs either an Outlook or Gmail account with your Infusionsoft application. If you still need the original installer file, you can access it here.

Click the gear icon to access your settings.

Login

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

Dates

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

E-Mail

These settings allow you to choose your attachment preferences.

Person

Make sure the phone types names match the names in your Infusionsoft application. (CRM > Settings > Phone Types)


Sidebar

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

Sync

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

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