Introduction

Wingmate's Outlook add-in allows you to track and log emails automatically and use some of Wingmate's web dashboard functionality directly in Outlook.

With Wingmate for Outlook, you can:

• Automatically track email communication you make with clients the moment it is sent.
• Send an inbound email to be tracked in your Wingmate funnel at the click of a button.
• View your latest updates on your contacts in Wingmate's Task Pane.

In this guide, we will show you how to install the Outlook add-in and set it up so that you are ready to email your contacts!

How to Install the Add-In

Step 1: Go to the Outlook Marketplace

1. Click on the App button
2. Click on the button reading "Get add-ins"

Step 2: Search for Wingmate

1. In the search bar, search for "Wingmate"

Step 3: Click "Add" to Install the Add-in

Step 4: Open an Email and Click the Wingmate App

1. Open an Email
2. Click on the App button and click the Wingmate app

Step 5: Sign in to Wingmate

1. You will be prompted to sign in to connect your Wingmate account to Outlook

Once you're signed in, all of your emails will track back to Wingmate on the corresponding Lead of the contact you've emailed.  You can also see information of any of your leads by searching for the Lead in the search bar.