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iEnterprise Email Connector (Gmail Add-on)
Getting started
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Old Version
10
changes.mady.by.user
Evangeline Cruz
Saved on
Jun 26, 2019
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11
changes.mady.by.user
Evangeline Cruz
Saved on
Oct 28, 2022
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Here are some tips to get you started. More details are found on each link.
1.
Install the Gmail Add-on
(if you haven't already)
2.
Authorize the iEnterprise Email Connector for Gmail®
(login to your CRM)
3.
Open an email and see sender details
(if sender is already a contact/lead on your CRM)
If there is an open Opportunity for this sender, it will also be displayed.
4.
Open the Contact/Leads directly from your mailbox
5.
Go to Billing Page
to sign-up for a Free trial to unlock Licensed Required features
6.
Associate your Emails
(add) to contacts or leads on your CRM
7.
Add sender as a contacts or leads
to your CRM (if not found)
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