Google Gmail - Revision history

Acs300Admin at 16:25, 5 November 2024

2024-11-05T16:25:44Z

← Older revision		Revision as of 12:25, 5 November 2024
Line 3:		Line 3:
	We are now assuming the task pane is open. If not this is done by clicking on the icon		We are now assuming the task pane is open. If not this is done by clicking on the icon

	[[File:click icon to open taskpane.png\|~~500px~~]]		[[File:click icon to open taskpane.png\|300px]]

	Clicking on an email will trigger the system to check for a match in the Sage 300 data		Clicking on an email will trigger the system to check for a match in the Sage 300 data
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	If a match is found the summary will display		If a match is found the summary will display

	[[File:gmail open and match.png\|~~500px~~]]		[[File:gmail open and match.png\|300px]]

	You can then Save the Email as a "Touch point" against the entity.		You can then Save the Email as a "Touch point" against the entity.

	[[File:Sage 300 gmail save email.png\|~~500px~~\|]]		[[File:Sage 300 gmail save email.png\|300px\|]]

	When there is no match found the system will Prompt to create a new "Prospect".		When there is no match found the system will Prompt to create a new "Prospect".

Acs300Admin at 16:23, 5 November 2024

2024-11-05T16:23:56Z

← Older revision		Revision as of 12:23, 5 November 2024
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	~~When you open the task pane click the Pin~~ to ~~keep it open.~~		Frst time in your need to [[Add Connection\|Add your connection]]

	~~[[File:Sage 300 gmail pin outlook~~.~~png\|200px]]~~		We are now assuming the task pane is open. If not this is done by clicking on the icon

	~~Frst time in your need to [[Add Connection\|Add your connection]]~~

	~~We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails~~.		[[File:click icon to open taskpane.png\|500px]]

	Clicking on an email will trigger the system to check for a match in the Sage 300 data		Clicking on an email will trigger the system to check for a match in the Sage 300 data
Line 11:		Line 9:
	If a match is found the summary will display		If a match is found the summary will display

	[[File:~~Sage 300~~ gmail ~~email matching~~.png\|500px]]		[[File:gmail open and match.png\|500px]]

	You can then Save the Email as a "Touch point" against the entity.		You can then Save the Email as a "Touch point" against the entity.
Line 21:		Line 19:
	Default values like the Customer Name, Contact Name and email will be filled in.		Default values like the Customer Name, Contact Name and email will be filled in.

	[[File:Sage 300 new prospect.png\|300px]]		[[File:Sage 300 gmail new prospect.png\|300px]]

	This data can be edited later on also.		This data can be edited later on also.

Acs300Admin: Created page with "When you open the task pane click the Pin to keep it open. 200px Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Sage 300 data If a match is found the summary will display 500px Yo..."

2024-11-05T16:04:10Z

Created page with "When you open the task pane click the Pin to keep it open. 200px Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Sage 300 data If a match is found the summary will display 500px Yo..."

New page

When you open the task pane click the Pin to keep it open.

[[File:Sage 300 gmail pin outlook.png|200px]]

Frst time in your need to [[Add Connection|Add your connection]]

We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails.

Clicking on an email will trigger the system to check for a match in the Sage 300 data

If a match is found the summary will display

[[File:Sage 300 gmail email matching.png|500px]]

You can then Save the Email as a "Touch point" against the entity.

[[File:Sage 300 gmail save email.png|500px|]]

When there is no match found the system will Prompt to create a new "Prospect".

Default values like the Customer Name, Contact Name and email will be filled in.

[[File:Sage 300 new prospect.png|300px]]

This data can be edited later on also.