Install Outlook Plug-In

To install SalesNOW's Outlook Plug-In, follow these steps:

  1. From anywhere within your SalesNOW Web account, click setup at the top right of the screen

  2. Click Install Outlook Integration

  3. Here you will see that there are three possible options that can be selected. If you know that you are currently using Outlook 2007, please select the installation link beneath Install Outlook 2007 Integration. If you are using Outlook 2010 or if you are not sure, please follow these steps.

    1. Please open your Outlook program, select File, followed by Help.

    2. On this page you will be able to see the Outlook Version and Bit Count. Please note both the Outlook Version (ie. 2007, or 2010) and the Bit Count(Either 64 or 32 Bits) . If you are using Outlook 2007 please skip to step 4.
    3. Now that you have made a note of both your version and bit count, we will need you to find the Bit count of your Windows processor. It is possible that your computer is running at either 64 or 32 Bits. Please Go to Startand right click on My Computerand select Properties. From this page you will be able to see the Bit Count. Please Make a note of this number.
  4. Now that you have noted your Outlook Version and Bit Count, as well as your Windows Bit Count, please match your system setup with one of the following options
    1. Outlook 2007: If you are using Outlook 2007 please select “Click here to run setup” on the Install Outlook integration page beneath Install Outlook 2007 Integration.
    2. Outlook 2010: 32 Bit Outlook/ 32 Bit Windows: If you are using Outlook 2010 and running 32 Bit Outlook and 32 Bit Windows please select Click here to run setup (x86) on the Install Outlook Integration page.
    3. Outlook 2010: 64 Bit Outlook/ 64 Bit Windows:: If you are using Outlook 2010 and running 64 Bit Outlook and 64 Bit Windows please select Click here to run setup (x64) on the Install Outlook Integration page.
    4. Outlook 2010: 32 Bit Outlook/ 64 Bit Windows:: If you are using Outlook 2010 and running 32 Bit Outlook and 64 Bit Windows please open the following link http://www.salesnow.com/static/outlook/v1.2.68/install.exe
  5. Please follow the prompts to install the SalesNOW Add-In and please make sure that Outlook is not running during the installation process.

Note: Currently SalesNOW does not offers Outlook Integration for Microsoft Outlook 2003.

See Also:

Outlook Contact Integration