This article describes how to use each of the the Real Synch Gmail extension features.
View Contacts on a given Gmail message
Select a Gmail message and view a list of the Contacts included on the message.
When you select a Contact from the list - the extension will attempt to determine if a Contact exists in your CRM using same email address.
If a matching Contact exists, the Contact Update screen will appear.
If the Contact does not exist in the CRM the Add Contact screen will appear.
Add Contacts to your CRM
View the user assigned to the Contact in your CRM
Update Contact Status in the CRM
Log an Email message as a Note
Add and Remove Tags
Start typing a tag name into the field provided.
Choose a tag to Add it to this contact.
Click the X next to the tag name to remove the tag.
Click to Call the Contact
Hover your mouse over the Phone icon to see the phone number.
Click the button to start any available calling software accessible to your device and Browser.