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Support Portal
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Sidebar Docs (Gmail)
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Sidebar Docs (Outlook)
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ChatGPT Connector Docs
Overview
Getting Started
Email Panel Actions
View Sender on CRM
New Email Actions
Calendar Panel Actions
Enable Sync
Support
Troubleshooting
Adjust Salesforce Session Timeout
App is Blocked by Google
Authorization Required Message
Salesforce OAuth2 Error
Contact Support
Licence & Subscription
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Email Panel Actions
Create a Contact or Lead
On Gmail, open an inbox email.
If the email ID of the sender is not found on the CRM status, you can either add it as
Contact
or
Candidate (Lead)
under
Add as
.
Complete the record details. Click
Submit
to finish.
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