Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) - COMING SOON → Create a sales pipeline

1.8. Create a sales pipeline

To create a sales pipeline within Outlook using the Rubi CRM Plugin, you must:

1. Open an email.
2. Choose a contact from the dropdown (if more than one contact is in the email).
3. Click Create Sales Pipeline.
4. Default fields appear: Status, Payment Type and Account Status.
5. Choose Sale Service, fill in the Expected Date, Quantity and Value.
6. Click Ok to save.
• Expected result: message “Successfully created sales pipeline”.