How to view Contact on CRM
If the Sender is a contact or lead on CRM, you can directly access that record from your mailbox.
1. On GmailOutlook, go to your Inbox.
2. Select an email to open.
3. If the email address of the sender is found on your CRM, some information is displayed on the sidebar.
4. Related items or records such as Activities will be displayed.
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If the sender has accounts on social media or other digital platforms such as Facebook or LinkedIn, the Connector will try to display them on the sidebar as well. Click to open on those sites. |
45. Click Open in Contact to Open Lead or Open Contact to view more details on the sidebar.
56. Click Open in "CRM" fullscreen to open the contact/lead record on your CRM.
You will be asked to login to your CRM, if not already.
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