Videos covering CRM&Email Integration features, installation guides and more¶
updated few hours ago
Overview of the Side panel • 1 video
How-to videos • 13 videos
Customization panel overview • 1 video
Revenue Grid Reports • 1 video
Sync Settings • 3 videos
Side panel overview • 16:40¶
How to create a Contact in Salesforce through Email Sidebar • 0:40¶
How to create a Follow-up • 1:32¶
How to create a Lead in Salesforce • 0:40¶
How to create an Opportunity in Salesforce through Email Sidebar • 0:35¶
How to create a Task • 1:10¶
How to quick send full calendar availability to organize a meeting • 1:51¶
How to save an email to Salesforce • 0:56¶
How to save an event to Salesforce • 1:17¶
How to search a Salesforce record via the Side panel • 1:00¶
How to propose multiple time-slots for a meeting • 2:14¶
How to track email opens • 1:31¶
Outlook Categories | The quickest way to save Outlook items to Salesforce • 0:59¶
How to use Salesforce Templates • 0:57¶
Add-In / Sidepanel Customization • 16:17¶
Revenue Grid Custom Reports • 4:41¶
Sync Settings (Part 1 of 3) - Dashboard • 2:03¶
Sync Settings (Part 2 of 3) - Advanced • 2:18¶
Sync Settings (Part 3 of 3) - Detailed • 3:29¶
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