Create An Action
Create a new company and contact:
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:
- Open your Gmail account.
- Click the MAXIMIZERCRM icon in the right pane to open the MAXIMIZERCRM Add-on dialog box.
- Click the vertical ellipsis menu in the top-right corner.
- Click Create Actions.
-
Create a MAXIMIZERCRM Contact:
- Click CONTINUE next to New Contact.
- Provide the following:
- Click CREATE CONTACT.
-
Create an Individual:
- Click CONTINUE next to New Individual.
- Provide the following:
- Click CREATE INDIVIDUAL.
-
Create a new company:
- Click CONTINUE next to New Company.
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. |
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. |
- 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. |
- Click CREATE COMPANY.
- Click CONTINUE next to New Company & Contact.
- Provide the following:
Field | Description |
New Company Name | The name of the company. |
First Name (New Contact) | The first name of the Gmail individual that will be added as a new contact to MAXIMIZERCRM. |
Last Name (New Contact) | The last name of the Gmail individual that will be added as a new contact to MAXIMIZERCRM. |
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. |
- To create a new company and an associated new contact; click CREATE COMPANY & CONTACT.
-
Create a new lead:
- Click CONTINUE next to New Lead.
- 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. |