How does the Outlook add-in work?

With the Lime Go Outlook add-in you can save important e-mails and attachments directly to Lime Go. The saved e-mail has to be linked to a company, but can also be linked to a person and a deal.

When opening the add-in, Lime Go will try to guess which person in Lime Go you want to attach the e-mail to based on the sender e-mail. If you don't have a person in Lime Go with that e-mail, it will try to find the company using the e-mail domain.

If no match was found, you can use the search boxes to search for a company or a person to attach the e-mail to. If you can't find a match, you will have the possibility to add a new company and person to Lime Go.

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