If your Save to CRM version is out of date, the below message will pop up in your Outlook.
To update your Save to CRM, simply select the 'Click here' link, then follow the steps below.
Please note: If you're unable to complete this upgrade or install Save to CRM, then you may need your IT Admin to enable Add-ins for Outlook.
Step 1: Navigate to Add-ins in Outlook
To re-install the Save to CRM Add-in, you'll first need to uninstall the add-in. In Outlook, navigate to the Home tab, and select 'Get Add-ins', which is usually situated on the right-hand side.
In the 'My add-ins' section, you'll find 'Custom add-ins'.
Step 2: Remove Save to CRM Add-in
On the Prospect Save to CRM add-in, click the three dots and select 'Remove' from the list.
Step 3: Navigate Back to Add-ins in Outlook
In Outlook, click on the Home tab again and back into 'Get Add-ins'.
Step 4: Add a Custom Add-in
Go to 'My add-ins' on the left-hand side again, and click the link that reads 'Add a custom add-in'.
Step 5: Insert URL
Then, choose the option 'Add from URL...' from the drop-down, and paste the following URL into the path provided: https://officemanifests.prospect365.com/savetocrm.xml
Click 'OK', and this will install 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 usually situated in the top right-hand corner of your Outlook, and log in to the CRM using your normal credentials.
Once logged in, you'll 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.