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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 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 (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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