HomeIntroduction to RubiCRMHow to access RubiCRMPin to taskbar using Chrome

2.8. Pin to taskbar using Chrome

You need to have RubiCRM open in Google Chrome. You will then need to click on the three dots in the top right-hand corner of the browser.

 

It will show a drop-down menu and you will need to hover over “More Tools”.

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A new drop-down will appear, and you will need to click on “Create Shortcut”.

 

After clicking on “Create Shortcut” a small window will pop up with a text box for you to name the shortcut. Once named you will need to press on create.

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Once you have pressed create it will create a shortcut on your desktop, you will need to locate the shortcut on your desktop.

Once you have found the shortcut on your desktop, you will need to right-click on the shortcut and a drop-down will appear.

From the drop-down, you will need to click on “Pin to taskbar”.

 

After pressing on “Pin to taskbar” you will now see the RubiCRM logo appear on your taskbar at the bottom of your screen, like the image below.

 

Now you will be able to click on the RubiCRM icon and will be able to access RubiCRM through Chrome.

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