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iEnterprise Email Connector (Gmail Add-on)
Getting started
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Evangeline Cruz
Evangeline Cruz
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Jun 26, 2019
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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 (add) your Emails 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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{"serverDuration": 188, "requestCorrelationId": "cc92fc9829404f3580a203bef0304b46"}