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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

has

is been added to

CRM

... ".

5.  Click LINK link on "Link to CRM Records.  Note that there are only 3 object available this time, Contacts, Leads and Opportunity.this email to other ...? ". 

6. 

Click

Click Select a Module

dropdown and select an object.7.  Enter the object name

dialog 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 object

it. 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.




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