The Email Connector panel is very simple and uncluttered. It is implemented to blend with the look and feel of Gmail. 

It is located on the right side of the screen.

3. The sender if a matching email address is found on the CRM.

Some details for this contact or lead is displayed.

4.  Click to open the contact record directly from the CRM.

5.  This button displays if this email is not yet added to the CRM.

Click to add this email to CRM automatically associating it to the contact.

6.  Click to associate the email to other objects on the CRM.

The iEnterprise Email Connector for your CRM* is an easy to use tool for Automatic email association! 

Automatically detects the sender of a message and saves it in your CRM* with a single click. Also saves sent messages with a single click.

When you get a message from a contact not in CRM* you can create an account, contact or lead directly from your mailbox. When you are in Gmail you can easily and automatically see all the related items in CRM* including accounts, contacts and opportunities, other modules including Custom modules. You can also quickly and easily open the item in CRM* to get even more information.

All the add-ons has the same look and feel and most features work similarly though minor differences may exists and those will be mentioned in this guide.  

Any feature that involves creating or adding records to your CRM* require a License Purchase after the free-trial period.

Text and screenshots may come from any of the supported CRM*, please note that features, navigation and connector design is almost standard across all the connectors.

** Connector for Google and Netsuite may have differences in some of the features and UI.

 menu can be found on the right side of the panel, it is the vertical ellipses.

Select this option to refresh the sidebar.  This will also get the latest updates to the add-on.

Select this option if you want to display the related products by iEnterprises on the GSuite Marketplace.

Email Panel