Getting started with Yoxel Add-Ons

See the overview of the add-in's capabilities: Yoxel Outlook and Gmail addons The full range of capabilities, including 'convert a lead', 'log event', and 'automatic sync' can be activated by installing Yoxel Workspace sync: Getting started with Yoxel Workspace Sync 1. Install Yoxel Salesforce Add-On:

• Installing Yoxel Gmail plugin

• Installing Yoxel Outlook add-in (for yourself)

• Installing Yoxel Outlook add-in (for all users)

2. Follow the login prompts to activate the app.

• Confirm your mailbox id

• Log into your Salesforce account

3. Select an email/thread to view in Outlook/Gmail and the add-in will surface a relevant CRM lead or contact. You will be able to edit/delete the CRM record, convert a lead, created a task, log a call.

4. Go to the 'Home' page to see all related CRM objects and log an email:

5. Quick-create CRM records

6. Check status of the automatic sync (email, calendar, contacts, tasks)

7. Activate Follow-Up robot to increase the rate of response. 8. Share availability and schedule meetings. 9. Convert leads. 10. Log email and create opportunity.