1. How to Install the Accounts and Relationship Tracker (ART)

1. How to Install the Accounts and Relationship Tracker (ART)

How to Install the ART Extension

Install through Zoho CRM

Notes
Please use this link in Step 2 to install the extension 
  1. Open your Zoho CRM Account in one tab, then open a new tab
  2. In the new tab, copy and paste the above link into the address bar, and hit "Enter"

  3. Review the Terms of Service in detail. If you agree, please check the box beside the terms (first checkbox)

  4. If you agree with ART processing your data, please check the box beside the authorization (second checkbox)

  5. Once both are selected, you can click "Continue"


  1. On the following screen, select what users have access to the extension, then click "Confirm"

That's it! You've now installed the ART extension. Please refer to the next article on how to use the extension.

Video