Manage preferences In Infusionsoft Sync for Outlook

Tags: Outlook Sync

Click the gear icon to access your settings.


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


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


These settings allow you to choose your attachment preferences.


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


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


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

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