Installation

  1. Download the ZIP archive from here.
  2. Extract the archive's content to where you want the CRM vault to be stored. The extracted folder name is Lean CRM.
  3. In Obsidian, click on Open another vault and on Open.
    Lean CRM - open vault.webp
  4. Navigate to the Lean CRM folder and click Select Folder.
  5. When prompted, click Trust author and enable plugins.
    Lean CRM - trust author.webp
  6. All the plugins should be enabled and their settings configured.