Getting Started

User's Guide for Collabspot for Salesforce
Collabspot brings Salesforce into Gmail to help you save time and close more deals   Collabspot Sidebar Conveniently view, manage, and updat...
Fri, 27 Jul, 2018 at 6:19 AM
How to Install Collabspot for Salesforce
There are requirements before installing Collabspot for Salesforce: 1. Your Google Chrome should be version 69 and above. We keep our extension up to...
Fri, 28 Sep, 2018 at 10:38 AM
How to Setup Collabspot in Gmail
Once Collabspot is added to Chrome, Gmail launches automatically and Collabspot window will popup in your Gmail. You may now proceed to the next step: ...
Fri, 28 Sep, 2018 at 10:30 AM
How to Switch to Another Salesforce Account
If you wish to switch to a different user in Salesforce, please follow these simple steps:   1. Click the gear icon  on the lower right-hand co...
Fri, 28 Sep, 2018 at 10:40 AM
Admin Onboarding Checklist
Deploying Collabspot to your organization in a breeze. Our team of experts have come up with a thoroughly tested process that will make your deployment easy...
Mon, 1 Oct, 2018 at 10:17 AM
How To Manage Tasks List Dashboard?
You can manage your tasks right from your Inbox. The Task List Dashboard is disabled by default. Go to General Settings  on your Collabspot Opti...
Mon, 1 Oct, 2018 at 10:23 AM
How to View Social Media Information?
In addition to displaying your Contact’s data stored in your CRM, Collabspot also provides social media information as an added value to its features. Y...
Wed, 3 Oct, 2018 at 9:43 AM
Requirements for Custom Module Request and Other Configurations
For Custom Module Request: Our team of experts will need the following relevant information to evaluate your custom feature request:  1. List of Modu...
Wed, 3 Oct, 2018 at 9:55 AM
How to Grant Google Permissions?
Grant Google Permissions for Collabspot:Salesforce For Collabspot features like saving attachments, email tracking, calendar and contact sync, etc. to wo...
Tue, 9 Oct, 2018 at 1:08 PM
Revoke and Re-granting Permissions
Users will be re-granting two Collabspot permissions (Extensions and Google). Revoke Access first: 1. Go to this link. 2. Revoke Access for C...
Tue, 9 Oct, 2018 at 1:19 PM