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 whether a Contact exists in your CRM using the same email address.
-
If a matching Contact exists, the Update Contact screen will appear. If the Contact does not exist in the CRM, the Create Contact screen will appear.:

Adding 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:

Adding and Removing Tags:
-
Start typing a tag name into the field provided, choose a tag to add it to the 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:

Click to View Contact in the CRM:

Log Email Message as a Note in the CRM:

View Open Tasks Related to the Contact:

Getting Started with the Gmail Extension
BoomTown CBX Demo
Follow Up Boss CBX Demo
Firepoint CBX Demo
