add-a-gmail-contact-to-the-maximizer-address-book

Add a Gmail Contact to the Maximizer Address Book

Using the Google Workspace Add-on; you can add your Gmail contacts to your Maximizer Address Book as contacts; individuals; or companies. This way; you do not need to create Address Book entries manually; the Google Workspace Add-on automatically creates Address Book entries for you.

To add a Gmail contact:

1. Open your Gmail account.
2. Open the email from which you want to save details of the senders or receivers.
3. Click the Maximizer icon in the right pane to open the MAXIMIZERCRM Add-on dialog box. The sender and receiver email addresses appear under the Add New Contacts to Maximizer CRM list.
   

 Note: If you have not opened an email; the Maximizer Add-on dialog box displays a message indicating that you must either open an email or choose an action from the menu.

4. Click REFRESH if you do not see the email address of your interest.
5. Click ADD next to the email address that you want to add to MAXIMIZERCRM.

6. Add the Gmail contact as a MAXIMIZERCRM Contact:
   1. Click CONTINUE next to New Maximizer Contact.
   2. Provide the following:

Field	Description
First Name	The first name of the Gmail contact that will be added as a new contact to Maximizer CRM.
Last Name	The last name of the Gmail contact that will be added as a new contact to Maximizer CRM.
Search Company/Individual	An entry to search for an existing Maximizer company or individual.
Phone Information	The main phone number; fax number; and the cell number of the contact.
Email Information	The email address that can be associated with this contact. Email 1 is populated with the email address you selected in step 5. Provide Email 2 and Email 3.

3. To create a new contact; click CREATE CONTACT.

-OR-
To create a new contact and save the associated email under the History tab of the contact; click CREATE CONTACT & SAVE EMAIL.

7. Add the Gmail contact as a MAXIMIZERCRM Individual:
   1. Click CONTINUE next to New Maximizer Individual.
   2. Provide the following:

Field	Description
First Name	The first name of the Gmail individual that will be added as a new contact to Maximizer CRM.
Last Name	The last name of the Gmail individual that will be added as a new contact to Maximizer CRM.
Company Name	An existing Maximizer company with which this individual will be associated.
Phone Information	The main phone number; fax number; and the cell number of the contact.
Email Information	The email address that can be associated with this individual. Email 1 is populated with the email address you selected in step 5. Provide Email 2 and Email 3.

3. To create a new individual; click CREATE INDIVIDUAL.

-OR-
To create a new individual and save the associated email under the History tab of the individual; click CREATE INDIVIDUAL & SAVE EMAIL.

8. Add the Gmail contact as a new company:
   1. Click CONTINUE next to New Maximizer Company.
   2. Provide the following:

Field	Description
Company Name	The name of the company.
Phone Information	The main phone number; fax number; and the cell number of the contact.
Email Information	The email address that can be associated with this individual. Email 1 is populated with the email address you selected in step 5. Provide Email 2 and Email 3.

3. To create a new company; click CREATE COMPANY.

-OR-
To create a new company and save the associated email under the History tab of the company; click CREATE COMPANY & SAVE EMAIL.

9. Add the Gmail contact as a new company and contact:
   1. Click CONTINUE next to New Maximizer Company & Contact.

2. Provide the following:

3. To create a new company and an associated new contact; click CREATE COMPANY & CONTACT.

-OR-
To create a new company and contact; and to save the associated email under the History tab of the contact; click CREATE & SAVE EMAIL TO CONTACT.