Outlook Toolbar: Difference between revisions
From Accelerator for SageCRM
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*4. Following the on screen instructions we first click on the link to download the client install. | *4. Following the on screen instructions we first click on the link to download the client install. | ||
*5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first) | *5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first) | ||
*6. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed. | *6. Ensure that you enter in your details to connect to CRM and test the connection | ||
*7. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed. | |||
Revision as of 13:34, 17 October 2011
Please follow the steps below to install the Accelerator Toolbar in MS Outlook.
- 1. Log on to Sage CRM
- 2. Click on "My CRM"
- 3. Click on the "Accelerator" tab.
- 4. Following the on screen instructions we first click on the link to download the client install.
- 5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first)
- 6. Ensure that you enter in your details to connect to CRM and test the connection
- 7. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.
