After purchasing the Outlook Plug-in how do I make it work?
After you purchase the Outlook Plug-in, download and install it.
To download and install the Zoho CRM Plug-in
- Log in to your Zoho CRM account.
- Click Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
- In the Outlook Plug-in page, select the relevant Microsoft Outlook version from the drop-down list.You can check the version for Microsoft Outlook in your system.
- Click Download to get the installation file.
- Run the ZohoCRM_Plugin_for_Microsoft_Outlook.exe file.
- In the Welcome to the Installation Wizard dialog, click Next.
- In the License Agreement dialog box, read the license agreement and click Agree to accept the license agreement.
- In the Choose Destination Location dialog box, browse the directory and click Next.The installation will take a few seconds.
- In the Installation Completed dialog box, click Finish to complete the installation.
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