Step 1: Go to Outlook

In Outlook, click Home > Get Add-ins on the ribbon (usually on the far right-hand side). 

Step 2: Navigate to My add-ins

Go to 'My add-ins' on the left-hand side and click the link that reads '+ Add a custom add-in'. 

Then choose 'Add from URL...

Paste the following URL into the path provided: 

Click 'OK'. This will have installed the Save to CRM add-in to your Outlook. 

Using Save to CRM

To use Save to CRM, with an email open, click the ProspectSoft 'Save to CRM' add-in at the top right-hand corner of your Outlook, and log in to the CRM using your normal credentials.

Once logged in, you will be able to save your Outlook emails into the CRM by pressing the Save to CRM button on an email.

Remember that you can create and send emails from within the Prospect CRM - follow our guide here to find out how to do this.

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