Once you have enabled Gmail Record Keeping, you can copy email you send/receive in Gmail to Top Producer CRM. It’s important to note that this integration does not sync your email, but rather enables you to copy the email you send/receive in Gmail to Top Producer CRM for your records.
Copying email to Top Producer
You can copy email to Top Producer CRM by assigning labels to the email you send/receive in Gmail. Any email you copy will appear in the Activities tab in the Top Producer CRM contact record for all those associated with the email.
Note: You must enable IMAP in your Gmail account in order to use this feature.
To copy email to Top Producer CRM by assigning labels:
- In Gmail, select the email you want to copy.
Click Labels > Top Producer > Apply.
The email is copied to all those associated with the email, and will appear in the Activities tab in the Top Producer CRM contact record.
Important: Do not rename/remove the Top Producer labels in Gmail. This will cause the sync to break, and you will need to enable Gmail Record Keeping again to resolve the issue.
Viewing the copied email in Top Producer
You can view the email you copy from Gmail in the Top Producer CRM contact record. Copied email will not appear in your Top Producer Inbox.
Note: If a Top Producer CRM contact record does not exist for any of the associated contacts, one will be created during sync. However, in order to sync their contact details, you must add them to the sync list.
To view the copied email in Top Producer CRM:
- In Top Producer CRM, open the contact record of the person associated with the email, and then click the Activities tab.
Select Complete from the Show drop-down list, and then click the View email message icon to view the email content.
Determining which email you’ve copied in Gmail
Any email that has successfully been copied to Top Producer CRM will automatically be assigned the Copied label in Gmail, enabling you to quickly view all of the email you’ve copied.
In Gmail, click the arrow to the left of the Top Producer label, and then click Copied to display all of the email you’ve copied to Top Producer.