Outlook Toolbar: Difference between revisions

From Accelerator for SageCRM
(Created page with "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...")
 
No edit summary
Line 1: Line 1:
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. Log on 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.

Revision as of 15:33, 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. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.