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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

(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)

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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