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