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User Guide

User Guide

The iEnterprise Email Connector for your CRM* is an easy to use tool for Automatic email association! 

Automatically detects the sender of a message and saves it in your CRM* with a single click. Also saves sent messages with a single click.

When you get a message from a contact not in CRM* you can create an account, contact or lead directly from your mailbox. When you are in Gmail you can easily and automatically see all the related items in CRM* including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM* to get even more information.

All the add-ons has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.  

Currently supporting CRM* :

  • iEnterprise CRM

  • Salesforce.com®

  • Dynamics 365®

  • SugarCRM®

  • Zoho CRM®

  • Netsuite **


Important note

Any feature that involves creating or adding records to your CRM* require a License Purchase after the free-trial period.

Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors.

** Connector for Google and Netsuite may have differences in some of the features and UI. 

 

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