The Prophet CRM Add-In can be used with Mac Outlook, Web Outlook, or Outlook for PC.
To install the add-in directly to Outlook follow the steps below:
- In Outlook, click Home > Get Add-ins on the ribbon.
- Search for ‘Prophet CRM’ and select ‘Add’
- When the add-in is installed, go to File > Manage Add-ins or Manage Apps to make sure it’s turned on. When you’re prompted to sign in, type the email address and password you use to sign in to Office programs.