Update An Action in Google Workspace Integration

Update an Action

From your Gmail account; you can edit the following in Maximizer CRM:

• Contact
• Individual
• Company
• Lead
• Opportunity
• Case

This procedure describes how you can use the Google Workspace Add-on to update these entries.

To update an action:

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 ellipses menu in the top-right corner.
4. Click Update Actions.
5. Update a Maximizer Contact:
   1. Click CONTINUE next to Update Contact.
   2. In the Search Contact box; type a contact; and from the list that appears; select one and click SHOW.
   3. Update the following details as necessary:

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 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.

4. Click UPDATE CONTACT.
6. Update an Individual:
   1. Click CONTINUE next to Update Individual.
   2. In the Search Individual box; type the name of an individual; and from the list that appears; select one and click SHOW.
   3. Update the following details as necessary:

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.

4. Click UPDATE INDIVIDUAL.

7. Update a company:
   1. Click CONTINUE next to Update Company.
   2. In the Search Company box; type the name of a company; and when matching entries appear; select the one you want to update.
   3. Click SHOW.
   4. Update the following details as necessary:

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.

5. Click UPDATE COMPANY.
8. Update a lead:
   1. Click CONTINUE next to Update Lead.
   2. In the Search Lead box; type either a company; contact; or an individual. From the list of the related leads; select the lead of your interest.
   3. Click SHOW.
   4. Update the following as necessary:

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.

5. Click UPDATE LEAD.
9. Update an opportunity:
   1. Click CONTINUE next to Update Opportunity.
   2. In the Search Opportunity of Address Book Entry box; type either a company; contact; or individual. From the list of associated opportunities; click the one you want to update; and then click SHOW.
   3. Update the following as necessary:

Field	Description
Search Contact	The name of the contact.
Objective	The purpose of the potential sales deal.
Description	Additional information related to the opportunity.
Process	The process you want to associate with the opportunity.
Stage	The stage you want to associate with the opportunity.
Start Date	The date when the opportunity was identified.
Sales Team	The sales team associated with this opportunity.

4. Click UPDATE OPPORTUNITY.
10. Update a case:
    1. Click CONTINUE next to Update Case.
    2. In the Search Case of Address Book Entry box; type either a company; contact; or individual. Click the one you want to update; and then click SHOW.
    3. From the list of related cases that appear; click the one you want to update.
    4. Update the following as necessary:

Field	Description
Search Contact	The name of the contact. Type a contact; and from the list that appears; click the one you want to associate.
Subject	The subject of this case. The subject represents the nature of the case; or the issue related to the case.
Description	Additional information related to the opportunity.
Product/Services	The product or the service related to this case.
Status	The status related to the case.
Type	The type of the issue that the case covers.
Assigned To	The person to whom this case is assigned.
Follow-up	The date and time for following up on the progress of the case.

5. Click UPDATE CASE.