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.