Save to CRM can be added to your Gmail inbox, so you can save incoming emails to the relevant CRM record, quickly and easily. By saving emails into the CRM from Gmail, your whole team will have full visibility of any correspondence about the customer/Opportunity/Problem etc.
For outgoing emails, we'd recommend sending emails via the CRM, as these will be automatically saved into the CRM against the record it was sent from.
Prerequisites
You need to be a licenced CRM user to use this feature
Your CRM user email must match your Gmail email address
Step 1: Go to Google Marketplace
Go to the Google Marketplace and find #Prospectsoft Save to CRM for Gmail'
Step 2: install the app
Download the Prospect Save to CRM app for Gmail by clicking 'Install', and continue through the prompts.
Once installed successfully, you'll see a confirmation pop-up like the one below.
For guidance on using the Save to CRM function in Gmail, see Using the Save to CRM add-in.