---
title: Dealius Outlook Plugin
description: Dealius Outlook plugin
---
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2. [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us)
3. [Outlook Plug-in](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#outlook-plug-in)
# Dealius Outlook Plugin
## A guide to installing and using the Dealius plug-in for Outlook to review deals and manage contacts directly from your inbox.
**Overview**
The Dealius Outlook Add-In allows users to review active deals and perform key actions without leaving Outlook. It surfaces deal details, documents, notes, and contact information directly within received messages.
**Installation**
1. Download the Outlook Add-In file from your **Personal Settings** section in Dealius. 
2. In Outlook, go to **Settings \> Manage Add-Ins \> My Add-Ins \> Custom Add-Ins** and install the downloaded file.
Once installed, the Dealius plug-in will be accessible from within received messages in Outlook.
**Logging In**
Click the Dealius icon in a message to open the login page. Any Dealius user can log in. After login, the system loads deals where the email addresses in the **From**, **CC**, or **To** fields match brokers participating in those deals. If the logged-in user does not have access to those deals, no deals will be displayed.
**Browsing & Viewing Deals**
The sidebar loads up to **50 deals**, organized into **Active** and **Closed** sections. Click any deal to open its detail view.
The detail view mirrors the Dealius web sidebar and includes the following tabs:
**Overview**
- View: Status, Transaction Total, House Gross, Broker Split, House Split, Probability, Closing Date, and Brokers list
- Edit: Deal status, Closing Date, and Probability
- Open the full Deal Profile in a new browser tab via the **View Deal Profile** link
**Documents**
- View the list of documents attached to the deal
- Download or remove attached documents
- Set document types on uploaded documents
- Attach a document directly from the email using the **Mail Attachment** section
**Notes**
- View existing deal notes
- Add new notes
- Comment on existing notes
- Use **Copy Note from Email** to pull in the email subject line and full email body (similar to a forward) as a new note
**Managing Contacts**
The **Contacts** tab displays all contacts listed in the currently open email in Outlook.
- Contacts already in Dealius appear with a **blue Dealius icon**. Contacts not yet in Dealius appear with a **gray icon**.
- Click the **Add** icon next to any contact to create them in Dealius.
- The Add Contact form includes: First Name, Last Name, Company Name, Email *(read-only)*, Phone, and Title.
- Adding a contact creates them in both Dealius and your Outlook Contacts list.
- If a contact's information differs between Outlook and Dealius, a **red icon** appears next to that contact.
- Each contact displays **tags** indicating their contact type.
- [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#main-content)
- [People](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#people)
- [Comps](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#comps)
- [Tracker](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#tracker)
- [Closing & Deleting a Deal](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#closing-deleting-a-deal)
- [List of Deals](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#list-of-deals)
- [System Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#system-settings)
- [Outlook Plug-in](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#outlook-plug-in)
- [Cashflow](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#cashflow)
- [Manage Data](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#manage-data)
- [Notifications](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#notifications)
- [Brokers](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#brokers)
- [Tasks](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#tasks)
- [Authorization / Login](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#authorization-login)
- [Adding a Deal](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#adding-a-deal)
- [Properties](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#properties)
- [Leaderboards](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#leaderboards)
- [QuickBooks Integration](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#quickbooks-integration)
- [Glossary & Formulas](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#glossary-formulas)
- [Accounting](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#accounting)
- [Listings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#listings)
- [Accounting Reports](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#accounting-reports)
- [Deal Profile & Entries](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#deal-profile-entries)
- [My Settings](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#my-settings)
- [CRM Pro](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#crm-pro)
- [Dealia - AI](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#dealia-ai)
- [Outlook Sync](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#outlook-sync)
- [Public API](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#public-api)
- [SharpLaunch Integration](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#sharplaunch-integration)
- [Roles & Permissions](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#roles-permissions)
- [Reports](https://support.dealius.com/knowledgebase/reports?hsLang=en-us#main-content)
- [Reporting Videos & Tutorials](https://support.dealius.com/knowledgebase/reports?hsLang=en-us#reporting-videos-tutorials)
- [Login & Settings](https://support.dealius.com/knowledgebase/login-settings?hsLang=en-us#main-content)
- [Login & User Profile Settings](https://support.dealius.com/knowledgebase/login-settings?hsLang=en-us#login-user-profile-settings)
- [Tracker](https://support.dealius.com/knowledgebase/tracker?hsLang=en-us#main-content)
- [Broker Tracker Video & Tutorials](https://support.dealius.com/knowledgebase/tracker?hsLang=en-us#broker-tracker-video-tutorials)
- [Accounting](https://support.dealius.com/knowledgebase/accounting?hsLang=en-us#main-content)
- [Accounting Videos & Tutorials](https://support.dealius.com/knowledgebase/accounting?hsLang=en-us#accounting-videos-tutorials)
- [Deals](https://support.dealius.com/knowledgebase/deals?hsLang=en-us#main-content)
- [Deals Videos & Tutorials](https://support.dealius.com/knowledgebase/deals?hsLang=en-us#deals-videos-tutorials)
- [People](https://support.dealius.com/knowledgebase/people?hsLang=en-us#main-content)
- [People Videos & Tutorials](https://support.dealius.com/knowledgebase/people?hsLang=en-us#people-videos-tutorials)
- [Tasks](https://support.dealius.com/knowledgebase/tasks?hsLang=en-us#main-content)
- [Task Videos & Tutorials](https://support.dealius.com/knowledgebase/tasks?hsLang=en-us#task-videos-tutorials)
- [Dashboard](https://support.dealius.com/knowledgebase/dashboard?hsLang=en-us#main-content)
- [Dashboard Videos & Tutorials](https://support.dealius.com/knowledgebase/dashboard?hsLang=en-us#dashboard-videos-tutorials)
- [Properties & Listings](https://support.dealius.com/knowledgebase/properties-listings?hsLang=en-us#main-content)
- [Properties & Listings Videos & Tutorials](https://support.dealius.com/knowledgebase/properties-listings?hsLang=en-us#properties-listings-videos-tutorials)
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