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
