- Quickly find email threads tracked by the follow up robot
- Activating automatic follow up's (Gmail)
- Activating Yoxel Mailbox Assistant add-in (Gmail)
- Identify missing Salesforce CRM contacts
- Install Yoxel Mailbox Assistant for Gmail
- Log an email to Salesforce (Gmail)
- People list and snapshot views (Gmail)
- Quick-create a new lead, contact, opportunity, task, case
- Use your Salesforce lists/views
Mailbox Assistant for Gmail
Mailbox Assistant for Office 365
- Quickly find email threads tracked by the follow up robot
- Activating automatic follow up's
- Activating Yoxel Mailbox Assistant add-in
- Activating Yoxel Sync from the add-in
- Identify missing Salesforce CRM contacts
- Install Yoxel Mailbox Assistant add-in for all users in your organization
- Install Yoxel Mailbox Assistant add-in for yourself
- Log an email to Salesforce
- People list and snapshot views
- Quick-create a new lead, contact, opportunity, task, case
Mailbox Assistant for Outlook
- Quickly find email threads tracked by the follow up robot
- Activating automatic follow up's
- Activating Yoxel Mailbox Assistant add-in (Outlook)
- Activating Yoxel Sync from the add-in
- Identify missing Salesforce CRM contacts
- Install Yoxel Mailbox Assistant add-in for all users in your organization
- Install Yoxel Mailbox Assistant add-in for yourself (Outlook)
- Log an email to Salesforce
- People list and snapshot views
- Quick-create a new lead, contact, opportunity, task, case
Salesforce sync
- Activating auto-configured Yoxel Sync
- Adding and removing users
- Adding Yoxel tabs
- Authorizing Yoxel to access Gmail
- Authorizing Yoxel to access Office 365
- Authorizing Yoxel to access Outlook (MS Exchange)
- Authorizing Yoxel to access Salesforce
- Calendar sync report
- Calendar sync rules for Gmail
- Calendar sync rules for Office 365
Teamwork sync
- Authorizing Yoxel to access Gmail (Teamwork)
- Authorizing Yoxel to access Office 365 (Teamwork)
- Authorizing Yoxel to access Outlook (MS Exchange) (Teamwork)
- Authorizing Yoxel to access your Teamwork account
- Calendar sync rules for Gmail (Teamwork)
- Calendar sync rules for Outlook (Teamwork)
- Enabling Yoxel Sync integration in your Teamwork portal
- Getting started with Yoxel Sync for Gmail (Teamwork)
- Getting started with Yoxel Sync for Office 365 (Teamwork)
- Getting started with Yoxel Sync for Outlook (MS Exchange) (Teamwork)