If you already have a Vtiger CRM account, you can easily log in to your account from within Microsoft Outlook without creating a new one.
Follow these steps to log in to Vtiger CRM from Microsoft Outlook:
- Log in to Microsoft Outlook.
- Go to the Vtiger CRM app from the left panel.
- Click on the My CRM tab.
- Click the Sign In button.
- A pop-up window appears, redirecting you to the Vtiger CRM login page.
- Enter your Vtiger CRM login credentials (email and password).
- Click Sign In.
On authentication, your CRM dashboard will be displayed in Outlook > My CRM tab. You will be able to access modules like:
- Contacts
- Deals
- Tasks
- Reports
- Cases
- Dashboards