InterAction+ for Microsoft Excel 365® Overview

InterAction+ 365 is available on your Add-ins Menu.

When you get a list of contacts in an Excel spreadsheet (for/from a meeting, conference, or event), you can now use the InterAction+ for Excel add-in to take that list and analyze it to see how many of the people in the spreadsheet are already contacts in InterAction+.

The analysis indicates how many are known contacts (Firm Contacts, User Contacts) and how many and which ones are new contacts and might appropriately be assessed for addition.

You can also select any individual contact [i. e., cell in the Excel spreadsheet] and InterAction+ for Excel provides full contact information about that individual. See Activities Overview, Working with Lists , and Working with Engagement and Relationships.