Outlook Toolbar: Difference between revisions
From Accelerator for SageCRM
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#Log on to Sage CRM | #Log on to Sage CRM | ||
#Click on "My CRM" | #Click on "My CRM" | ||
#Click on the "Accelerator" tab.[[File:mycrm.png]] | #Click on the "Accelerator" tab.<br />[[File:mycrm.png]] | ||
#Following the on screen instructions we first click on the link to download the client | #Following the on screen instructions we first click on the link to download the client installs.<br /> | ||
#Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first) | #Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first) | ||
#Ensure that you enter in your details to connect to CRM and test the connection[[File:settings.png]] | #Ensure that you enter in your details to connect to CRM and test the connection<br />[[File:settings.png]] | ||
#Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed. | #Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed. | ||
[[File:Outlooktab.png]] | [[File:Outlooktab.png]] | ||
Latest revision as of 10:34, 10 January 2017
Please follow the steps below to install the Accelerator Toolbar in MS Outlook.
- Log on to Sage CRM
- Click on "My CRM"
- Click on the "Accelerator" tab.
- Following the on screen instructions we first click on the link to download the client installs.
- Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first)
- Ensure that you enter in your details to connect to CRM and test the connection
- Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.
