Once you have installed the add-in, it will appear in the Outlook emails. When you click on the Vtiger for Outlook gadget, it will open the Vtiger CRM window.
Follow these steps to log in to add-in:
- Log in to your Outlook.
- Open an email.
- Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
- Here you can do two things:
- Sign Up if you don’t have Vtiger credentials
- Click Sign Up.
- Enter the relevant details.
- Click Save.
- Sign In if you have Vtiger credentials
- Click Get Started.
- Enter your Vtiger CRM credentials.
- Click Login.
Once you log in, you will get access to your CRM via the Vtiger add-in from your Outlook. You have to open an email and click the Vtiger add-in to view the details.
To know more about Office 365 integration, click here