Gmail Extension Features
![cbx-logo-updated](https://support.realsynch.com/hs-fs/hubfs/cbx-logo-updated.png?width=239&name=cbx-logo-updated.png)
View Contacts on a Given Gmail Message:
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Select a Gmail message and view a list of the Contacts included on the message:
![](https://downloads.intercomcdn.com/i/o/256528879/47161d6fbffa73629daca3bc/Product+in+Contact.gif)
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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.
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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.:
![](https://downloads.intercomcdn.com/i/o/256527257/12fb0c76a5a566fc52a02282/Existing+Contact.gif)
Adding Contacts to your CRM:
![](https://downloads.intercomcdn.com/i/o/256526974/80aae56481c3ba5405198cbe/Create+New+Contact.gif)
View the User Assigned to the Contact in your CRM:
![](https://downloads.intercomcdn.com/i/o/256527831/a1e2dbffe84fb91f880dfd0f/Changing+Assignment.gif)
Update Contact Status in the CRM:
![](https://downloads.intercomcdn.com/i/o/256527996/daf235a1b0d23f4fbc4392f4/Changing+Lead+Status.gif)
Log an Email Message as a Note:
![](https://downloads.intercomcdn.com/i/o/226710347/0f22e896e82fe1a96092d0bc/image.png)
Adding and Removing Tags:
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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:
![](https://downloads.intercomcdn.com/i/o/256528247/4e16d624af8d41faf8a7aff1/Adding+Tag+to+Lead.gif)
Click to Call the Contact:
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Hover your mouse over the phone icon to see the phone number.
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Click the button to start any available calling software accessible to your device and Browser:
![](https://downloads.intercomcdn.com/i/o/226711397/5826981dc37d13cd3822e0fd/image.png)
Click to View Contact in the CRM:
![](https://downloads.intercomcdn.com/i/o/256528371/9bdb36b4c92a578e0df3417f/Open+Contact+in+CRM.gif)
Log Email Message as a Note in the CRM:
![](https://downloads.intercomcdn.com/i/o/226712595/3d6c3b92b45247427217ab0f/image.png)
View Open Tasks Related to the Contact:
![](https://downloads.intercomcdn.com/i/o/256528509/36da043dfe7cf0b72106622f/Lead+Tasks.gif)
Getting Started with the Gmail Extension
BoomTown CBX Demo
Follow Up Boss CBX Demo
Firepoint CBX Demo
![](https://downloads.intercomcdn.com/i/o/488899781/00fd8941ed479516d93c2954/Real+Synch+-+Logo-01-smaller+%283%29.jpg)