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:

Getting Started with the Gmail Extension

BoomTown CBX Demo

Follow Up Boss CBX Demo

Firepoint CBX Demo

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