I do not see the SalesInbox tab after installing the Zoho CRM plug-in for Microsoft Outlook. Why?

If you do not see the SalesInbox tab, please download update the Zoho CRM plug-in for Microsoft Outlook and try again. Make sure you are using the latest version of the plug-in.

I am not able to sign in to my Zoho CRM account on the right hand side panel.

• Please double check your credentials and sign in again.
• Please note that SalesInbox is available only for the Professional, Enterprise and CRM Plus editions of Zoho CRM. Please upgrade to one of these editions and try again.

I have added a contact from Microsoft Outlook to Zoho CRM from the right panel, however the contact has not synchronized with my Outlook account yet. Why?

Please note that the Zoho CRM Plug-in for Microsoft Outlook and the SalesInbox plug-in are independant of each other. Make sure you have associated the same CRM account to both plug-ins in order for contacts to synchronize with CRM.

If you have associated CRM account A with the Zoho CRM Plug-in and account B with SalesInbox, the contact you add via SalesInbox will not be with CRM account A- and thereby will not sync with Microsoft Outlook. It will only sync with CRM account B.

Can I edit the business card details of a contact from Microsoft Outlook?

No. Currently, you cannot edit the business card details of a contact from Microsoft Outlook. However, you can add potentials, activities and notes from Outlook.

Does the SalesInbox plug-in fetch CRM details of all emails upon installation?

Yes. As long as the contact/lead from which you receive the email is listed in your Zoho CRM account, the associated CRM info will be fetched for all emails.

I have been logged out of my Zoho account unexpectedly.

Logging out of Zoho CRM in Outlook will log you out of all Zoho services if you use IE browser.