Google Gmail
From Apps for Sage 300
Frst time in your need to Add your connection
We are now assuming the task pane is open. If not this is done by clicking on the icon
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
You can then Save the Email as a "Touch point" against the entity.
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.
This data can be edited later on also.
