How can I log in to the Vtiger Outlook plugin?
Table of Contents
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:
To know more about the Microsoft Outlook plugin, click here.
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.
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