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Introduction 

 

Vtiger Outlook add-on offers you easy access to CRM data within your Outlook inbox. Through this add-on, you can get a 360-degree view of your contacts right in the Outlook inbox.

  

Vtiger Outlook add-on enables you to:

• Create a lead or a contact
• View contact-related deals
• Add comments
• View and respond to specific contact-related cases
• Create follow-up meetings and view upcoming events
• Archive emails to a contact record

Feature Availability

  

In this article, you will learn about:

• Installing the Vtiger Outlook add-on
• Logging into Vtiger Outlook 
• Actions possible in Vtiger Outlook 

Installing the Vtiger Outlook Add-on

You need to first install the Vtiger add-on for Outlook before you start using it.

Follow these steps to install Vtiger Outlook add-on:

1. Log in to your Outlook inbox.
2. Click the App launcher on the top left corner of the screen.
3. Click All apps →  at the bottom.
4. Click add-ons. Microsoft AppSource apps screen will open.
5. Search and click on Vtiger for Outlook add-on.
6. Click Get it now.
7. Click Continue.
8. Once it's installed, click on Open in Outlook Web.

Once you have successfully added the add-on, the Vtiger logo will appear in the emails.

Logging into Vtiger Outlook

Once you have installed the add-on, it will appear in the Outlook emails. When you click on the Vtiger for Outlook gadget, it will open the Vtiger CRM window.

Follow these steps to log in to Vtiger Outlook add-on:

1. Log in to your Outlook.
2. Open an email.
3. Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
4. Here you can do two things:

1. Sign Up if you don’t have Vtiger credentials
   1. Click Sign Up. 
   2. Enter the relevant details.
   3. Click Save.
2. Sign In if you have Vtiger credentials
   1. Click Get Started.
   2. Enter your Vtiger CRM credentials.
   3. Click Login.

Once you log in, you will get access to your CRM via the Vtiger add-on from your Outlook. You have to open an email and click the Vtiger add-on to view the details. 

Actions possible in Vtiger Outlook

Now that you have installed and logged in to the add-on, let us see what you can do. 

With the Vtiger add-on installed on your Outlook, it will take a few clicks, and the world of your contacts is at your fingertips.  From Outlook, you will be able to create contacts, view contact details, and perform a host of other actions. 

Creating a Lead or Contact

When you click on an email, if no lead or contact records in your CRM account match the sender’s email address, you can create them by clicking the Create Lead or Create Contact button. Here we will explain how to create a contact. The same steps apply to creating a lead.

Follow these steps to create a contact:

1. Log in to your Outlook.
2. Open an email. 
3. Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
4. Click the Create Contact button to create the record.
   • Note: During the contact creation, details such as contact names and email addresses are automatically pulled from the email. 
5. Click Save.

The contact will be saved in the CRM. 

Viewing a Lead or Contact

Once you create a lead or contact in your CRM from Gmail, you can view all their details. Here we have explained all the actions for Contacts. The same applies to Leads as well. 

You can also perform the following primary actions on the contact record:

• Click the Name of your Company to be redirected to the CRM.
• Click the Contact Name to open the contact record in the CRM.
• Click the Link icon to archive the email and attach the opened email to the related contact.
• Click the Edit icon to edit the record. You can edit the first name, last name, email ID, organization, assigned to, etc., of a contact.
• Click the Power icon to log out of your Vtiger CRM account. To log in again, open an email, and click Login.

Below the contact details, you can see several options, using which you can view essential information and perform the following actions on a contact: 

• Details - Click on Details to view the contact information.
• Timeline - Click on Timeline to list all the activities made on the record. You can view the recent updates made, such as added events, comments, etc.
• Activities - Click on Activities to view the recent activities made on the contact record. You can click + to add a calendar event with the contact.
• Emails - Click on Emails to view all emails, including archived emails, related to a contact. You can view the entire content in the CRM by clicking on the Email icon.
• Quotes - Click on Quotes to view quotes related to the contact.
• Invoices - Click on Invoices to view invoices related to the contact.
• Potentials - Click on Potentials to view all the opportunities related to the contact. Click on + to create an opportunity. You can view the deal details in the CRM by clicking it.
• Cases - Click on Cases to view all the cases related to the contact. Click the + button to create a case. You can view the details of the case in the CRM by clicking it.
• Comments - Click on Comments to view related comments and post a comment. 
• Settings - Click on Settings to enable or disable the options mentioned above.

 

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