Home → Integrations → Rubi Outlook Plugin → Import interactions
1.6. Import interactions
Alternatively rather than logging emails as interactions through the Plugin you can import said emails as interactions. This is useful if the person who sent the email is not the person you want to log the interaction against.
To import an email go to Main Menu > Records > Add Email Interaction. In the "Subject" field, there is an Outlook icon. If you click the Outlook icon this will either open your Outlook app showing it on screen or make the Outlook app flash in your toolbar.
Open the email you want to import and click the "Rubi CRM" tab option at the top. Select the "Import" button. This will add the email to the body of text on your Email Interaction in RubiCRM.
You can assign the "To" field to the contact you want to associate with the interaction and fill out any additional information.
Once complete click "Submit". You will want to select "Finish" from the popup options as it is unlikely you will want to send this interaction as an email again.