Page Comparison

Here are some tips to get you started.

1. Authorize the iEnterprise Gmail Connector

• Click "Begin Authorization" and "Allow" the connection.
• New pages are created as children of the page you are currently viewing.

2. Login to your CRM

• Enter your username and password.

3. Associate your Emails

• Open an email and the application will search for the email address within contacts or leads in your CRM

  More details are found on each clickable 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.  Login to your CRM* (use your username and passwords - and some other specific URL to your CRM* may be asked)

4.  Note, on outlook, open an email. Sender details display (if sender is already a contact/lead on your CRM*)

If there is an open Opportunity/Case and other related objects for this sender, they will also be displayed.

5.  Open the Contact/Leads forms to see more details directly from your mailbox.

6.  Associate your Emails (add) to contacts or leads on your CRM*

7.  If sender is not found, Add sender as a contacts or leads to your CRM*

8.  You may also want to Link the email to other records.

9.  View Social Media profiles of the sender, if desired.

10.  7-day Free Trial is initially offered then it goes back to the free version with limited features. 

11.  To keep using all the features without interruptions, go to Billing Page to Purchase the Unlimited Version.