Q4 Platform
par Q4
Log Outlook meetings to Q4 Platform in one click for better tracking of investor activities.
Capture Outlook meetings directly into Q4 Platform.
The Q4 Platform - Outlook Meeting add-in helps IR teams keep their activity history complete and reliable by sending selected Outlook calendar meetings into Q4 Platform as CRM activities.
With this add-in, Q4 Platform users can:
- Log Outlook meetings to Q4 Platform with a single click.
- Automatically create an activity of type “meeting” in Q4 with title, date/time, attendees, location, and notes as the Outlook meeting.
- Clearly see which activities in the Q4 Platform originated from Outlook.
- Maintain a clean record of investor meetings without double data entry.
How it works
- Install the add-in from the Microsoft/Outlook Store.
- Open a calendar event in Outlook and launch "Log to Q4 Platform" from the ribbon.
- Sign in securely with your Q4 Platform account.
- Review the meeting details and confirm logging.
Q4 automatically attempts to match meeting attendees to existing contacts and institutions in your Q4 Platform account. If no match is found, Q4 can create custom entities so that all relevant participants are represented.
Subscription and Account Requirements
A paid subscription to the Q4 Platform is required to use this add-in. This add-in is intended for enterprise customers and is not available for individual consumer sign-up. Access to Q4 Platform must be provisioned by your organization. To learn more about Q4 Platform or request access, please visit our website or contact us
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut lire ou modifier le contenu de tous les éléments dans votre boîte aux lettres, ainsi que créer des éléments. Elle peut accéder aux informations personnelles (le corps, l’objet, l’expéditeur, les destinataires ou les pièces jointes) dans tous les messages et tous les éléments du calendrier. Passez en revue la politique de confidentialité du développeur pour plus de détails sur la gestion et le traitement des informations personnelles.