Important: Make sure Microsoft Outlook is not running prior to installing the WPCRM Outlook Add-In. If Microsoft Outlook is running, close the program and allow a few seconds for the application to close completely.
1.Click the WP Button.
2.Click the Download Outlook Add-In link.
3.Click the Download Outlook Add-In button in 32-bit or 64-bit depending on which version of Outlook you have. Note: Read the Before Installing... entry
4.A Opening setup64.zip popup window will display. This file might be named setup32.zip if they are downloading the 32 bit version.
5.Click Save File, the OK
6.Go to the Downloads section of your computer.
7. Extract the contents of the setup64.zip file to a memorable location on your local computer, for example on your desktop. Note: This file might be named setup32.zip if they are downloading the 32 bit version.
8.Open the setup.exe file.
9.If a Security Warning displays, click ‘OK’ or ‘Run’.
10.The WPCRM Outlook Add-In Setup Wizard will display.
11.Read, and then click Next.
12.Enter your WPCRM URL into the text box (e.g. http://<yourdomain>/WPCRM)
13.The Installing WPCRM Outlook Add-in popup window will display. Let loading bar fill-in. Note: You may get a popup window asking if want this program to be able to make changes on your computer, click Yes or Ok.
14.A popup window will display when install is complete. You can close that window once you read it.
15.WPCRM has now been connected to your Outlook. Go to the Use Outlook section of the WPCRM User Guide to read more.