This extension has been delisted from Zoho Marketplace. However, the existing users can continue using the extension until further notice.

Installing the extension

1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
   Click All Extensions to view the extensions supported by your CRM edition.
2. Under All Extensions, browse for and click Dun and Bradstreet.
   The details about the extension will be available.
3. Click Install.
4. Agree to the terms of service and click Install.
   
   
5. Choose one of the following, then click Confirm:
1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
2. Install for all users - The extension will be installed in CRM for all users.
3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   The extension will be installed automatically for the specified users.
   
   
6. In the pop-up, enter the App ID and App Secret.
   Both App ID and App Secret can be obtained from your Dun & Bradstreet account.
7. Click Save.
   
   

Note: If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup > Marketplace > All. Find the Dun and Bradstreet extension and click Configure.

Adding business contacts

1. Open the Dun and Bradstreet web tab.
   The Dun & Bradstreet Business Contact Search page appears.
2. In the drop-down, select companies, worksites, or employment based on your requirement.
   
   
3. Enter a part of the contact name you want to search for.
   A list of matching entries available in Dun & Bradstreet will appear.
4. Place cursor on '+' symbol of the desired contact.
   
   
5. A pop-up will appear with the following options:
1. Add - Entries searched under companies and worksites will get added to the Accounts module, whereas under employment, it goes into the Contacts module.
   
2. Add & Subscribe - The selected entries along with the subscribed fields will be added to either the contacts or accounts module in Zoho CRM, and will also be listed under the DNB Subscription web tab.
   
   

Note: Only the subscribed fields of contacts get updated while the automatic synchronization happens. All other fields will remain unchanged.

Updating contact details

1. Open Accounts or Contacts module.
2. Select and open the desired contact from the list.
3. Click D&B Search button in the top-right corner.
   
   
4. In the pop-up, click the '+' symbol of the desired contact and click Yes.
   
   
5. In the pop-up, select the desired fields to update and click Update.
   
   

Manage subscription

1. Open the DNB Subscription web tab.
2. Search for the desired contact in the search bar.
3. Check the desired contact.
4. Click Unsubscribe.
   
   

Uninstalling the extension

1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
   Under All Extensions, you can view all the extensions supported in your CRM.
2. Browse for Dun and Bradstreet and click the corresponding Uninstall link.
3. Click Ok to confirm and uninstall the extension.