Tier1 for Outlook Overview

Tier1 for Outlook has two main components, the Outlook ribbon and Outlook side panel.

OUTLOOK RIBBON

The Outlook ribbon allow users to show or hide the side panel and quick actions.

TFO Overview TFO Ribbon

SIDE PANEL

The side panel allow users to action on the specific email or meeting you are on, search for contacts, view basic contact details, and view contact related data from Salesforce. It is contextual to what you are doing, but in general have 4 main sections.

Actions: In the Inbox folder, you can quick log, log, create new contact on the left and click + to add new data without any context, click settings or about.
Contact search: Search contacts by name or email to find details about a specific person.
Basic contact information: View account, phone, email, address, and tier.
Contact related data: View coverage, tasks, meetings, call reports, interests, employment history, and more.

TFO Overview Side Panel

ICON REFERENCE

Icon	Name	Description
	New contact	Create new contact.
	Create new	Create new data in Salesforce. For example, new opportunity, new call report, new account.
	Quick Log Email	Log Outlook email in Salesforce as a call report without any input.
	Detail Log Email	Log Outlook email as in Salesforce as call report. You have to input additional details about the call report such as types, topics, visibility.
	Quick Log Meeting	Log Outlook meeting in Salesforce as meeting without any input.
	Detailed Log Meeting	Log Outlook meeting in Salesforce as meeting. You have to input additional details about the meeting such as type, visibility.
	Add To List	Click to add contacts from the To field to the recipient list for mass emailing without explicitly adding contact to list.
	Log Meeting as Call report	After a logged meeting is over, use this button to log a call report for this meeting.
	Logout	Log out of the current instance. Used to connect to sandbox.
	About	Check version and copy debug logs to clipboard to send to support.