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Get Started in Google Mail

Before configuring the connector, ensure you have the sidebar extension enabled in your Gmail workspace.

Open Gmail and find the Sage CRM Connector sidebar on the right side of your screen.

First time you will need to Add a new connection

Clicking on an email will trigger the system to check for a match in the Sage data

If a match is found the summary will display You can then Save the Email as an Activity against the entity.

When there is no match found the system will Prompt to create a new "Account".

Default values like the Account name, Contact Name and Email will be filled in.

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Notes

When you have an email open and attempt to browse an unrelated record, the system will prompt you to view that specific record instead. To freely browse other records, you must first close the currently opened email. However, if you are looking to find matches specifically for the email you are working on, simply click View when prompted. File:Imagea.png