As Easy As 1,2,3

With our streamlined installation and setup guide, you can be up and running within minutes. If you encounter any difficulties getting started or have any questions drop us an email or call and we'll by happy to help.

1. Install

Upload the app to your SharePoint App Catalog

2. Setup

Decide what CRM fields you want and import your existing CRM data

3. Start Using Anywhere

Once setup, you are ready to go on any device, anywhere, any time.