Add the widget to your menu

After installing the widget you can add it to you menu to access it. To do this please follow the steps below.

Step 1. In Zoho CRM go to Settings with the gauge icon.

Step 2. Go to "Customization" and click "Modules and Fields"

Step 3. In the top bar click on "WebTabs" then click "Add tab"

Step 4. Fill in a name you want to use on your menu. Then click on the bullit before widget.

Step 5. You will see your widget. I can be installed already. If not: please click install. Else click on the widget.

Step 6. After selecting and installing the widget you will see that the widget is selected. Verify the roles which may access the webtab. Than click save.

Now your webtab is added to your menu. You can now navigate to the widget.

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