create-an-action

Create An Action

The Google Workspace Add-on has the capability of creating the following:

• Contact
• Individual
• Company
• Company & Contact
• Lead

Since Actions enables you to change MAXIMIZERCRM entries without switching between your Gmail account and MAXIMIZERCRM; the task of managing activities within MAXIMIZERCRM is greatly simplified.

To add a Gmail contact:

1. Open your Gmail account.
2. Click the MAXIMIZERCRM icon in the right pane to open the MAXIMIZERCRM Add-on dialog box.
3. Click the vertical ellipsis menu in the top-right corner.
4. Click Create Actions.
5. Create a MAXIMIZERCRM Contact:
   1. Click CONTINUE next to New 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 MAXIMIZERCRM.
Last Name	The last name of the Gmail contact that will be added as a new contact to MAXIMIZERCRM.
Search Company/Individual	An entry to search for an existing MAXIMIZERCRM 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. Click CREATE CONTACT.
6. Create an Individual:
   1. Click CONTINUE next to New 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 MAXIMIZERCRM.
Last Name	The last name of the Gmail individual that will be added as a new contact to MAXIMIZERCRM.
Company Name	An existing MAXIMIZERCRM 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. Click CREATE INDIVIDUAL.
7. Create a new company:
   1. Click CONTINUE next to New Company.

2. Provide the following:

3. Click CREATE COMPANY.

1. Click CONTINUE next to New Company & Contact.
2. Provide the following:

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

9. Create a new lead:
   1. Click CONTINUE next to New Lead.
   2. Provide the following:

Field	Description
First Name	The first name of the Gmail contact who will be associated with the new lead.
Last Name	The last name of the Gmail contact who will be associated with the new lead.
Company Name	The name of the company that will be associated with the lead.
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.
Process	The process associated with this lead.
Stage	The stage associated with this lead.

3. To associate a task with this lead; click Create a Task.
4. To create the lead; click CREATE LEAD.