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

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). 
   
3. Click the dropdown under Save As.
   
4. Select an object. You will be redirected to Insightly to fill out the record.
   
5. Click Save.