1. Install Yoxel Gmail Add-on (native):
2. Follow the login prompts to activate the app.
- Log into your Salesforce account
3. Yoxel Add-On surfaces relevant CRM data so you can craft the perfect response without leaving Inbox. On every email see contact details, related CRM records, upcoming and recent activities.
Select an email/thread to view in Gmail and the add-on will surface a relevant CRM lead or contact.
4. Go to the 'Home' page to see all related CRM objects or log the email.
5. In the addon's menu you can find the options to create a new CRM record, go to the home page, configure the scheduler and templates, and manage other settings.
6. Create and edit CRM records (Lead, Opportunity, Contact, Account, Case).
7. Create and save templates to reuse again.
- "Email templates" should be activated in the settings first.
On a contact or lead page click "Reply using template".
Select a template:
Also, you the templates are available in the compose (new email ) and reply
modes:
8. Configure multiple availability profiles (event types) and share your availability by inserting customizable links right into email.
- "Calendar scheduler" should be activated in the settings first.
To organize meetings, use the scheduler. Press reply in the email and select Yoxel Add-on.
Choose an event type to add its link to your email.
The link takes the email recipient to your meeting scheduling page:
Once a meeting is booked it will appear on your Google Calendar and the recepient will receive an invitation.
9. Take advantage of our mobile app. No separate installation is required! Use all available features from the browser version: log emails, share availability and book meetings, write Faster with templates, instantly view relevant CRM data.