Enable Outlook integration to avoid double booking

Important

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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts Dec 14, 2021 - Apr 1, 2022

Business value

Sellers are used to maintaining their availability in Outlook. The sales accelerator Outlook integration ensures that the sales accelerator can read the Outlook calendar while assigning tasks. This feature will eliminate the need for double maintenance of availability in both tools. This integration will also ensure any out-of-the-office signals are captured while creating activities for your team to work on.

Feature details

In the sales accelerator setup screens, you can select the option to automatically pick availability from the Outlook calendar. Once you enable this for any seller who has an Exchange license, the Outlook integration will ensure:

  • The sequence tasks are scheduled honoring the Outlook calendar of the seller.
  • Lead and opportunity assignment are made considering the Outlook calendar availability of the seller.

Outlook integration

See also

Personalize sales accelerator (docs)