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

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