Creating new contacts using the Eloqua Sales Tools add-in for Microsoft Outlook
As a sales user, you can use Oracle Eloqua Sales Tools for Microsoft Outlook to create new Eloqua contacts for your leads.
Prerequisites
- Oracle Eloqua Sales Tools for Microsoft Outlook must be installed.
- You will need permission to manage contacts, which an administrator needs to enable for you. An administrator is an Eloqua user who manages users and security groups.
To create a contact using Oracle Eloqua Sales Tools for Microsoft Outlook:
- Open a new email in Microsoft Outlook, make sure the Tracking On box is checked, and type your new contact's email address. You will see a Fix Validation Issues warning appear above the To: field.
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Click the Fix Validation Issues warning to open the Create New Contact window. This will allow you to input additional contact details. The field selection is based on your selection in the View drop-down menu.
Note: You can use the View drop-down menu to change the selection of contact fields available to you. Your selection will depend on what views your administrator sets up. Administrators create and share contact views with sales rep using existing Eloqua contact view management and access settings.
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Click Add Contact when finished. Your tracked email to your new Eloqua contact is ready to be sent!
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Oracle Eloqua Sales Tools for Microsoft Outlook