Unanet CRM users individually install the Unanet CRM Add-In in their Outlook. The steps below, walk you through how to get the Unanet CRM for Outlook Add-in and set up your preferences.
Step 1: With the New Outlook open, navigate to the icon with four squares on the left hand panel and click on "Add apps."
Step 2: In the search bar, type in "Unanet CRM" and download the add-in.
Step 3: Once you have downloaded the add-in, go back into your Outlook inbox and click on an email. You should see the Unanet icon in the upper right hand corner of your email correspondence.
Step 4: After clicking on the Unanet CRM add-in, you will be prompted to enter your Unanet credentials. Please enter the domain using swinerton or the firm access code 1491.
Step 5: To set up some of your settings and preferences for better automation, navigate to the three dots and click on "Preferences."
Step 6: Make the following changes to your preferences:
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Hide Personnel in People Panel - turn on
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Enrichment - turn on
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Contacts > Create Contacts with a Single Click- turn on
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Relationship - Primary Relationship
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Division/Office - select the Division/Office you sit in or support
Step 7: Go back to the main screen and you can now start using the Unanet for Outlook Add-In. Click here to learn more.