![]() On the left sidebar, go to 'Labels.' Select the '+' symbol to 'create a new label.' Fill the name of your folder under 'Please. If a Contact is not connected to the Opportunity or Account, you'll see a warning icon. Here is how to create folders in Gmail on a desktop: Log into Gmail.It’s just two ads and, at the moment, it doesn’t look like it shows in the main Inbox view, but they’re there. If your Salesforce settings allow you to log an activity against more than one record, you will be able to select more than one contact. Now, when you open the Gmail app on your phone, you’ll likely see a few ads at the top of your email’s Updates tab, with a tab disclosing that it’s an ad but otherwise appearing as a regular email. Check if the suggestions for the contact or lead and opportunity or account are correct, adjust where needed.Secondly, we look for accounts the contacts are assigned to, but this will only populate if the contact(s) are related to a single account. First, we match based on the most recently created open opportunity on accounts that the contact (email address) belongs to. For SAP C4C and Dynamics, the field will contain Opportunity, Account, Contact, or Lead.įor Salesforce, once the recipient email address is filled in, the Opportunity/Account field and the Contact/Lead fields will be populated automatically. The Showpad Chrome extension in Gmail will automatically suggest a CRM contact and account/opportunity based on what you type in the address bar. Start typing a recipient in your address bar in Gmail.Connect to your preferred CRM in the Showpad Chrome extension by checking the CRM checkbox.Activity will not be logged to your CRM when using the browser extension.Emails to your colleagues in the same organization won't be logged.Click DELETE to simply delete all of your activity today. Click All time to delete all of your activity ever. Click the three vertical dots on upper right side of your screen. Log your activities in Salesforce, MS Dynamics, or SAP C4C Visit the My Activity section of your Google account.See or change the related Salesforce Opportunities for the selected contact.Populate contacts from Salesforce, MS Dynamics, or SAP C4C.Share Showpad content from within Gmail.We automatically filter out the users in the same company domain. If you send an email to one of your colleagues in the same domain, the activity won't be logged in your CRM. If you have shared activities enabled in your Salesforce account or if it is enabled by default in your Salesforce organization, you will be able to log the activity against more than one contact in your organization. Whether you share content or not, all email activity and sharing of content is visible in your CRM Activities. This allows you to share your content in Gmail and automatically log your activities in your CRM instance. You can use your CRM account (Salesforce, MS Dynamics, or SAP C4C) with the Gmail plugin function of the Showpad for Chrome extension.
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