Step 1: Go to Web Outlook
To install Save to CRM on a Mac you’ll need to start with logging into Outlook on the Web.
Step 2: Navigate to My Account
Once logged into your Outlook account, navigate to ‘My account’ located in the top right-hand corner.
Step 3: Search for Manage Integrations
Once in the 'My account' area, click on the question mark icon located in the top right-hand corner. Then, search for ‘Manage Integrations’ in the search bar and click on the result.
Step 4: 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: https://officemanifests.prospect365.com/savetocrm.xml
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.