Using the Gmail Extension:
The extension interface operates similarly regardless of the type of CRM your organization uses. While using the extension, you can perform the following commands:
Add Contacts to your CRM:
Change Lead Status:
Add and Change Lead Assignment:
Add and Remove Tags:
Click to Call the Contact:
Click to View Contact in CRM:
Log an Email message as a Note:
View and Complete Open Tasks related to the Contact:
Create/Update New Tasks related to the Contact:
Getting Started with the Gmail Extension
BoomTown CBX Demo
Follow Up Boss CBX Demo
Firepoint CBX Demo
