How to save an email as a record with the Insightly CRM Sidebar for Gmail

Warning

You must use the G Suite account that you use to sign-in to Insightly to use all of the Sidebar's features. You will not be able to use this feature if you use a different G Suite account or if you are a non-G Suite user.

You can create a task, opportunity, lead, project, or event from an email with the Insightly CRM Sidebar for Gmail.

To create a record:

  1. Open an email.
  2. Click the Insightly icon (on the right side of the Gmail screen). 
    2018-10-24_14h19_27.png
  3. Click the dropdown under Save As.
    Save_email_addon_3.png
  4. Select an object. You will be redirected to Insightly to fill out the record.
    Save_email_addon_12.png
  5. Click Save.
    Save_email_addon_6.png
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