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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