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What’s New with Saleslogix Sync for GmailTM
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Saleslogix Sync for Gmail
• Feature Overview
• Administration
• Email Integration
• Contacts Integration
• Tasks / To-Do’s Integration
• Calendar Integration
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Saleslogix Sync for Gmail Feature Overview
• Cloud-based integration between Saleslogix and Gmail
• Simple to maintain, OAuth-based, cloud-friendly
• Users work where they work (in Saleslogix or Gmail) via a two-way sync
• Manage emails, calendars, contacts, and tasks
• Save relevant email conversations and attachments in Saleslogix
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Saleslogix Sync for Gmail Administration
• Preinstalled cloud integration
• Easy LAN installation
• User-specific setup and management
• Saleslogix and Gmail sync rights with integration secured actions
• Historical and future sync activity lists for easy troubleshooting
• Schedule your sync services to balance performance and data response
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Track Important Email Conversations
• Work in the system you prefer – Saleslogix or Gmail
• Emails tagged with Saleslogix/SendToSLX label are automatically recorded to History in Saleslogix
• Emails in Gmail are categorized as either “Recorded” or “Contact not Found” so you can take further action, if necessary
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Manage All Your Contacts
• Add and edit Contacts in either Gmail or Saleslogix
• Control which Contacts in Saleslogix sync to Gmail using the ad hoc group defined in Tools\Options.
• Contacts created and designated for sync in Saleslogix will continue to sync between Gmail and Saleslogix as a Contact
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Manage Tasks in Gmail or Saleslogix
• Maintain and manage your “To-Do’s” in either Gmail or Saleslogix
• Create, schedule, and complete Tasks/To-Do’s in Gmail or Saleslogix
• All non-recurring To-Do’s sync to the Gmail Tasks list called “Saleslogix”
• Tasks will show up in the Saleslogix and Gmail Calendars as well
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Stay on Track with Your Calendar
• Create and maintain a unified schedule in Gmail and Saleslogix
• Activities can be one-time or schedule to recur
• User’s calendar will remain updated in both Gmail and Saleslogix
• All calendar items are synced as “meetings” to Saleslogix
Learn more about Saleslogix Sync for Gmail at www.CRMthreads.com
