Intelligent CRM Plugin: An Overview

The Intelligent CRM Plugin is a specialized Chrome extension designed for users of Intelligent CRM. It significantly enhances the user experience by facilitating the creation of activities and allowing for the seamless transfer of Gmail email body data into activity details. This tool streamlines workflows, making it easier for users to track and manage customer interactions effectively.

Intelligent CRM Plugin: Main Features

1. Activity Creation: Effortlessly create new activities within your CRM.
2. Gmail Email Body Data Copying: Quickly copy email content from Gmail directly into activity details.

Intelligent CRM Plugin: User Guide

1. Install the Intelligent CRM Plugin from the Chrome Web Store.
2. Log in using your Intelligent CRM credentials.
3. Navigate to your Gmail account and select an email you wish to use.
4. Copy the email body content using the plugin's functionality.
5. Create a new activity in Intelligent CRM and paste the copied email content into the activity details.
6. Save the activity and manage it according to your workflow needs.

Intelligent CRM Plugin: User Reviews

• "The Intelligent CRM Plugin has made my daily reporting tasks so much easier. I love how I can quickly copy email content without having to switch between multiple tabs!" - Sarah T.
• "This plugin is a game changer for tracking customer interactions. It's simple to use and saves me a lot of time." - Mark L.
• "I appreciate the seamless integration with Gmail. The ability to create activities directly from my emails has improved my productivity tremendously." - Emily R.