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Introducing Outlook Customer Manager

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New Contributor

Hello, outlook customer manager is installed on my dashboard, but i have not access to the following connector (outlook customer manager) with is opening a full page of this solution to manage deals for example. Could you help me ? How to install it ? (file attached : screen capture)

Thanks 

6 Replies
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Hi Guillaume,

 

Please click the ... icon > Add-ins to access OCM. 

OCM1.jpg

 

Thanks,

Lance

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Thanks a lot for your help Lance, but i don't have the ... icon appearing on my Mac, i only have the four icons availables. Is that due to the Mac environnement ? Do i have a solution ?
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Hi Guillaume,

 

After enabling OCM, it will automatically show in the top ribbon when you select a Business Premium account. Please check following screenshot. 

 

1902.png

 

Thanks,

Lance

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Good afternoon,

 

I have upgraded to the Business Premium account, but I do not have the OCM option in the top ribbon.  Is there a way to trigger this to show on Outlook?

 

Thanks

Martin

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Sorry but the ... icon doesn't appear on my macbook like it is the case on PC. Il have no solution to open Outlook Customer Manager in a full page like on the PC. It seem to be a problem link to the Mac system, a different display. ..Tell me your advice... Thanks

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OK i have it, no problem. But i can't obtain the full page of OCM to manage the commercial pipe for example. I checked it was working on PC but not operational on mac.