Download and Install the MarketSharp Plug-in
Click on Send Email to get to the send email page from any contact with an email address.
Then click on Email Current Contact (Example Name) Using Outlook 
Close Microsoft Outlook if it is open Click Get the MarketSharp M Outlook Addin (each person will need to install this once per computer if they wish to log emails or edit and create templates) 
Click Install When the install is finished, this message will display 
How to Create an Email Template:
Open Microsoft Outlook Click on the Add-Ins tab at the top of Outlook 
Click Login to enter MarketSharp M login credentials into Outlook to allow the two to sync. 
Once logged in, click New Email from the Home tab to create a new email 
Create the template, including a Subject line. Merge Fields can be inserted via the Addins Tab 
After the Template is complete, click Save As Template on the Addins Tab 
How to Edit a Template:
In the Add-ins tab, click Open Marketsharp Template, and a box will pop up, choose an email template to edit. 
Make the necessary edits, then click Save as Template (in the add-ins tab). Note- make sure to use the save button in the add-ins tab. Saving outside of the add-ins tab saves the file locally to the device. Saving through the add-ins tab saves the template to Marketsharp servers. 
How to Send And Log an Email (from Outlook):
Click 'New Email' from the home tab to create a new email. Type up the email, including the To and Subject fields. Click Send and Log Email on the Addins Tab 
How to Email via Outlook from MarketSharp:
Go to the Contact Record, click on the Send Email link Then click on Email Current Contact (Example Name) Using Outlook Choose which Template to send to the contact 
Choose the corresponding data to merge with the template 
Click Download Outlook Email File Open the downloaded file, it should automatically open in Outlook. Send and log the email by pressing Send and Log Email (this will create an activity in the person’s contact record that an email was sent, and it will send the email at the same time) NOTE: To log incoming emails a user can click Log Email. Note: this will only log the email if the sender's email address is associated with a contact in your Marketsharp database. If the sender's email is not tied to a contact, the email will not log. 