Using the Gmail Extension:

The extension interface operates similarly regardless of the type of CRM your organization uses. While using the extension, you can perform the following commands:

• Add Contacts to your CRM:

• Change Lead Status:

• Add and Change Lead Assignment:

• Add and Remove Tags:

• Click to Call the Contact:

• Click to View Contact in CRM:

• Log an Email message as a Note:

• View and Complete Open Tasks related to the Contact:

• Create/Update New Tasks related to the Contact:

Getting Started with the Gmail Extension

BoomTown CBX Demo

Follow Up Boss CBX Demo

Firepoint CBX Demo