Upon installation, you need to click
Add-Ins >
Vtiger CRM >
Login to get started.
In the Login popup, you will need to provide the following details:
- Vtiger CRM URL - Log into your Vtiger CRM account and copy your URL from the address bar ― not all, but up to od1.vtiger.com.
- User Name - Enter your Vtiger CRM username. You can find it on the My Preferences page.
- Access Key - Enter you can find Access Key on the My Preferences page.
- Click Login.
Note: You can click on Auto Login at the start of the Outlook checkbox to log into the Outlook plugin without needing to enter the details all over again. |
To know more about the Microsoft Outlook plugin,
click here.