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 Follow-up • 1:32
How to create a Lead in Salesforce • 0:40
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