CBX and Gmail Extension

Gmail Extension Features

Written by Amanda | Jun 14, 2022 9:56:45 PM

 

 

 

 

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