Working with the addon

After completing the configuration, the addon is now ready to work. The following guidelines help you to create new Contact and Lead inside the addon.

Create new Lead/Contact

  • Pick an email message from your Gmail inbox. The addon will automatically fetch all the email contacts involved in the conversation.

Note: The addon always shows the ‘open an email’ message whenever no email thread is open.

Select-one-email-Vtiger-Gmail-Addon
  • If the email contact already presents in your Vtiger CRM, the addon will list out all modules associated with the email.

  • If you want to create Lead or Contact for new email contact,

    • Choose the module type (Lead or Contact) and click on the Create New.
    choose-module-type-vtiger-gmail-addon
    • Fill out all the necessary fields.

    • Save it and refresh the addon to see results.
    displays-lead-record-vtiger-gmail-addon

Detailed view of records

  • Select one record from any module in the addon to view it in a detailed view.

  • You can edit the Contacts and Leads modules using the EDIT option in the detailed view of records.
vtiger-gmail-addon-record-detailed-view