Select Email to start a new mail with a link to join the group in the message. Select Copy to paste the link to join the group into an email that you've already started composing. Next to the group photo, select > Invite others. In the group header, select the number of members next to. In the folder pane, under Groups, select your group. However, guests can't be group owners, view the global address list, view all information on group member contact cards, or view membership of the group. They'll receive group conversations and calendar events in their inbox. You can also invite guests to join the group. If it's a private group, the group owner will receive a request from the invitee to join the group. You can invite people to join your group. In the Edit Group box, point to the name of the member you want to remove, and click the X. In the Add Members box, enter the email address of the guest and press Enter. On the Groups ribbon, select Add Members. Under Groups in the left folder pane, select your group. The group owner can revoke guest access at any time. View all information on group member contact cards But guest members do have limitations as to what they can see and do in a group. They'll begin to receive group conversations and calendar events in their inbox. When you invite a guest to join a group, they will be notified by email that they've been added. The groups header indicates when guest users are included in the group, as shown in this example. Guests don't see a Groups node in their navigation pane in Outlook but do receive group emails and links to files through their inbox. This includes emails, calendar, project notes, project files, and project plans. When you add guests, also known as external users, to a group, you're granting them access to all information within the group. If you try to add or remove members using the Address Book you may see an error.
If you don't use a PC or if your email environment is more aligned with the Office 365 add-in requirements, learn more about using the Office 365 add-in.Note: You can't edit group membership using the Address Book. * For the best experience with Exchange, Exchange Cached Mode is recommended Requires internet access for all HubSpot features. IMAP, POP, Exchange (and O365)*, Google Apps Sync Latest stable version of Outlook 2013, 2016, or 2019
Windows 11, Windows 10, Windows 8.1, Windows 8įor the best experience, use the latest version of any operating system.įor external links: current version of Internet Explorer, Microsoft Edge, Chrome, or Firefox Log and track preferences are automatically applied and t he contact profiles pane is persistent, meaning it will always be open in the inbox.īefore installing the add-in, make sure you meet the system requirements: Componentġ gigahertz (GHz) or faster x86-bit or 圆4-bit processor with SSE2 instruction set The HubSpot Sales Outlook desktop add-in does not require a connected inbox in order to be used in the inbox, though some HubSpot sales features require a connected inbox. Please note: the Outlook desktop add-in will appear in any email address you have set up in your Outlook account. Once installed correctly, the add-in will appear in the main ribbon of your Outlook desktop account. Check your Outlook version to ensure it is Click-to-run. Currently, Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Outlook desktop add-in. The HubSpot Sales Outlook desktop add-in allows you to track and log emails and use some of the HubSpot sales tools directly in your email account.