UserGuide: Difference between revisions
From Accelerator for SageCRM
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Please follow the steps below to install the Accelerator Toolbar in MS Outlook. | Please follow the steps below to install the Accelerator Toolbar in MS Outlook. | ||
1. Login to Sage CRM | *1. Login to Sage CRM | ||
2. Click on "My CRM" | *2. Click on "My CRM" | ||
3. Click on the "Accelerator" tab. | *3. Click on the "Accelerator" tab. | ||
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. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed. | ||
Latest revision as of 13:26, 17 October 2011
Please follow the steps below to install the Accelerator Toolbar in MS Outlook.
- 1. Login 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. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.
