Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Log an interaction

1.6. Log an interaction

To log an email as an interaction:

1. Open the email you want to log.
2. Select a contact from the dropdown.
3. Click Log an Interaction.
4. Wait for the dropdowns (Outcome, Event, Service, Category) to load.
5. Fill in all required fields and click OK to save.
6. Confirmation: A message appears: “Interaction logged successfully for <contact>”.
7. The task pane returns to the Menu Dashboard Panel.