An email can also be added to another object all other objects on the CRM besides Contacts and Leads.
An email does not have to be associated to a Contact or Leads to be able to link to other objects.
How to Associate to other CRM Records
1. On Gmail, go to your Inbox.
2. Select an email to open.
3. On the Email Connector panel, notice that a search is running to check if sender is a contact/lead on the CRM.
If it is, then the details of the contact/lead is displayed on the panel.
If search found multiple results, the records are listed and user can select the appropriate contact or lead If not Add to Contacts or Leads, if desired.
4. If Email is found, then status is "Email
hasis been added to
CRM... ".
6.
ClickClick Select a Module
dropdown and select an object.7. Enter the object namedialog box and select from the list of modules available from the CRM.
OR, Enter the object's main field (such as Opportunity name) on the search bar and click Search button to search
for the objectit. Select the record if found
.8. The Addon.
You may also filter the list by toggling to "Show My ... only".
Some modules, like Opportunities, have a filter by status.
7. The Email Connector Add-on panel refreshes and the object selected is displayed at the bottom.
Related Pages
Filter by label (Content by label) | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Search this Product
Live Search | ||||||||
---|---|---|---|---|---|---|---|---|
|