Unique Features and Limitations
Unique Features and Limitations:
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A lead's name and email address are required to add a new contact.
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Contacts are automatically assigned to the agent creating them.
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Status and Source are required when adding a contact.
BoomTown:
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Ability to show two assigned agents (Buyer/Seller).
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This integration requires the BoomTown subscription plan of Grow or Advanced.
Follow Up Boss:
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You must retrieve your Admin/Owner API Key.
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This integration cannot give a list of tags.
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You have to assign your Source and Status after you add a contact. In other words, you cannot add a Source and Status while you are adding a lead.
Firepoint:
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You must retrieve your Admin/Office API Key.
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Once a task is created, it cannot be edited or closed.
Getting Started with the Gmail Extension
Manage Gmail Extension Users
Install Gmail Extension
Setup: CBX