How to Use the Simply Stakeholders Outlook Add-in on Mobile
Step 1: Access the Add-in
The Simply Stakeholders Outlook add-in is available on your mobile for easy access on the go.
It is designed to be simpler than ever.
Step 2: Find the Email or Meeting
Locate the email or meeting that you want to save.
Click on the three dots (more options) associated with the email or meeting.
Step 3: Select Simply Stakeholders
Scroll down in the options and select 'Simply Stakeholders'.
Step 4: Log In
Log into the app using your credentials.
Authorize the connection to proceed.
Step 5: Choose Save Option
Decide whether to set up auto-save for this stakeholder or to save this one instance only.
Step 6: Enter Stakeholder Details
Add in or confirm your stakeholder's details.
Ensure to fill in as many details as possible if it's a new stakeholder.
Step 7: Save the Stakeholder
Click 'Save' to complete the process.
Step 8: Confirmation
Well done! You have successfully saved an email in just a few steps.
Cautionary Notes
Ensure you have a stable internet connection while logging in and saving details.
Double-check the stakeholder details for accuracy before saving.
Tips for Efficiency
Familiarize yourself with the layout of the Simply Stakeholders add-in to speed up the process.
Use the auto-save feature for frequently contacted stakeholders to save time.