Follow these steps to add Vtiger CRM to a Team channel in Microsoft Teams:
- Log in to the Microsoft Teams.
- Click Chats.
- Choose the Team where you want to add the Vtiger CRM app.
- Click on the Channel (e.g., General) under the selected Team.
- Click the + Add a Tab icon to add a new tab at the top of the Channel.
- In the app search bar, type Vtiger CRM and select. The Vtiger CRM window opens.
- Choose the CRM module you want to add (such as Tasks, Contacts, Deals, etc.).
- Click Save.
The selected module is now added to the selected Team and Channel. All team members can view this tab and interact with the CRM data if they have appropriate permissions.