The DealRoom Add-In for Outlook helps you move conversations along by bringing context from an email
How the DealRoom Add-In works:
- Install the DealRoom Add-In.
- Open any email and click on the DealRoom icon on the right-hand side of your inbox.
- Connect your DealRoom account to Outlook.
- Choose a deal and contacts you’d like to associate the email.
Note: A DealRoom account is required to use the add-in. To learn more about our Outlook and to sign up for an account, visit https://dealroom.net/company/contact-us
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- This app can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.