After you install and set up the Google Workspace Add-on, you can perform the following tasks from your Gmail account:
- Associate an email to a MAXIMIZER CRM Address Book entry
- Add a contact from your Gmail account to the Address Book
- View a MAXIMIZER CRM contact by opening MAXIMIZER CRM from your Gmail account
- Add a MAXIMIZER CRM contact to an existing Opportunity or Case
- Create a new Opportunity, Case, or a Task
- Update a Company if the Address Book entry is of the type “Company”
- Create a new Contact, Individual, Company, Company & Contact, or Lead
- Update a Contact, Individual, Company, Lead, Opportunity, or Case