Google Gmail

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Revision as of 11:04, 5 November 2024 by Acs300Admin (talk | contribs) (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...")
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When you open the task pane click the Pin to keep it open.

File:Sage 300 gmail pin outlook.png

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

File:Sage 300 gmail email matching.png

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.