Upon installation, you will need to click Add-Ins
> Vtiger CRM
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 check-box 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