Connect Sidebar

Accounts - Connect for Gmail
How to Create an Account   1. When you open an email, the sidebar loads the Contact information. By default, you will see the Account name of the Conta...
Wed, 10 Apr, 2019 at 1:48 PM
Edit an Account - Connect for Gmail
How to Edit an Account 1. Click the Account name from an entry's Info and it will load the Account detail view in the sidebar.   2. On the...
Wed, 10 Apr, 2019 at 1:48 PM
Contacts - Connect for Gmail
How to View a Contact   1.A Open an email in Gmail. Click the Collabspot icon on the right hand side. The sidebar will load the related Contact. ...
Wed, 10 Apr, 2019 at 1:48 PM
Edit a Contact - Connect for Gmail
How to Edit a Contact 1. View the Contact via the sidebar. 2. The sidebar will display the related entry information. Click on Edit Entry button ...
Wed, 10 Apr, 2019 at 1:48 PM
Leads - Connect for Gmail
How to View Leads 1.A Open an email in Gmail. Click the Collabspot icon on the right side. The sidebar will load the related Lead. 1.B Enter th...
Wed, 10 Apr, 2019 at 1:48 PM
Edit a Lead - Connect for Gmail
How to Edit a Lead 1. View the Lead via the sidebar. 2. The sidebar will display the related entry information. Click on Edit Entry button to make c...
Wed, 10 Apr, 2019 at 1:49 PM
Opportunity - Connect for Gmail
How to Create an Opportunity   1. View the Entry's (Contact or Account) profile via the sidebar.   2. Scroll down to Opportunities. 3. C...
Wed, 10 Apr, 2019 at 1:49 PM
Edit an Opportunity - Connect for Gmail
How to Edit an Opportunity   1. Click the dropdown menu beside Opportunities   2. Click the Opportunity you wanted to Edit.     3. On the Oppo...
Wed, 10 Apr, 2019 at 1:50 PM
Case - Connect for Gmail
How to Create a Case   1. View the Entry's (Contact or Account) profile via the sidebar.   2. Scroll down to Cases.      3. Click on the pl...
Wed, 10 Apr, 2019 at 1:50 PM
Collabspot Folder in Gmail Connect
After installing Collabspot Connect, users will notice a folder named Collabspot in their Gmail inbox.  There will be two sub folders that ...
Wed, 23 Jan, 2019 at 10:02 AM