Outlook CRM for Sales & Marketing

Prophet CRM by Avidian

The Prophet CRM Add-In can be used with Mac Outlook, Web Outlook, or Outlook for PC.

Windows Desktop Outlook

To install the add-in directly to Outlook Desktop App for Windows follow the steps below:

  1. In Outlook, click Home > Get Add-ins on the ribbon.Select Get Add-ins from the ribbon.
  2. Search for ‘Prophet CRM’ and select ‘Add’
  3. 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.

Office 365 Web Outlook

  1. In Outlook on the web, select a message.
  2. Select More actionsMore actions at the top of the message.More actions from reading pane
  3. Go to the bottom of the list and select Get Add-ins iconGet Add-ins.
  4. On the Add-ins for Outlook page, search for ‘Prophet CRM’.
  5. Select ‘Add’

Outlook for Mac

  1. In Outlook, click Home > Get Add-ins on the ribbon.
  2. Search for ‘Prophet CRM’ and select ‘Add’
  3. 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.