Installing the Microsoft Outlook® Add-In - Team Logic Help System

Team-Logic CRM > Common CRM Tasks > Installing the Microsoft Outlook® Add-In

Installing the Microsoft Outlook® Add-In

Requirements: Microsoft Windows XP® or later, Microsoft Outlook® 2007 or later

  1. Download the installation files at http://crm.team-logic.com/plugins/teamLogicCRMOutlookPlugin.zip
  2. Unzip the installation files to your desktop or other temporary folder. You may delete these files after installation
  3. Double click on the file labeled "setup" and follow the on-screen instructions.
  4. Once installed, start up Outlook and double click on any email to open it.
  5. There will be a "Team-Logic CRM" tab available, click on it and then click on "Settings".
     
  6. You will be prompted to enter a user code. This is available by logging into Team-Logic in your web browser.
  7. Once logged in, click on "My Profile" in the upper right corner of the screen and then click on the "Extensions" tab. 
  8. Click "Generate User Code"
  9. Copy this user code and paste it into your Outlook settings window opened in step 6.
  10. Setup is complete, you are now ready to start using the Team-Logic CRM Outlook plug-in!