CBX and Gmail Extension

Using the Gmail Extension

Written by Amanda | Jun 14, 2022 9:56:38 PM

 

 

 

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