Installing the MS Outlook Plug-in (Mac)
Install Zoho CRM Plug-in
- Download and Install the Plug-in for Microsoft Outlook based on the Microsoft Outlook version.
- Activate Zoho CRM Plug-in for Microsoft Outlook for users.
Download and Install Zoho CRM Plug-in
- Go to Setup > Marketplace > Microsoft > Zoho CRM Plug-in for Microsoft Outlook.
- In the Outlook Plug-in page, select the Microsoft Outlook for Mac 2011 & 2016 from the drop-down list.
You can check the the version for Microsoft Outlook in your system. - Click Download to get the installation file.
- Unzip the Zoho_CRM_Plug-in_for_Microsoft_Outlook.zip file.This will contain Zoho_CRM_Plug-in_for_Microsoft_Outlook.pkg file
- Click Continue.
- In the License Agreement dialog box, read the license agreement and click Continue > Agree, to accept the license agreement.
- After installing, access the application from the menu bar when Microsoft Outlook is open.
If theicon is not visible, launch the Zoho CRM Plug-in for Microsoft Outlook from Applications.
Uninstalling the Plug-in
- Quit the Microsoft Outlook application from the Menu bar.
- Remove Zoho CRM Plug-in for Microsoft Outlook from the Applications folder in Mac.
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