Create opportunity right from your Google Mail using Google Contextual Gadget

August 26th, 2010

We are happy to announce the release of Google Contextual Gadget using which you can create an opportunity in Applane CRM right from your Google mail.

Now you can create an opportunity on the fly from your Google mail account. A contextual gadget will appear at the bottom of the mail with the option to “Create an Opportunity”. When user clicks on the button the panel will expand with fields required for creating the opportunity like ‘opportunity title’, ‘owner email id’, ‘organization name’, ‘website address’, ‘contact name’ etc. The fields which can make use of information from the current email will be populated with default values to save unnecessary effort.

On clicking the ‘save’ button, an Organization, Contact and Opportunity will automatically be created in Applane CRM. Additionally, the email will be attached to the communication thread. This functionality is useful for the sales team and will save a lot of time otherwise required to achieve the same result.

Google Contextual Gadget for Applane CRM

Posted by: Devika Sen