Download the Gmail add-in from the Chrome Web store so you can:
Add new companies to your pipeline.
Create follow-up activities.
Add new people/contacts to existing companies.
Choose the company your email is saved to (if the person is saved against multiple companies in Exsalerate).
Record the type of email you're sending.
Save attachments to the documents tab in Exsalerate.
Head to the Chrome Web store, search for Exsalerate then add it to Chrome
Click add extension
The Exsalerate Add-in is now installed and you can click the icon to show the extension
Close Gmail and re-open
Compose a new message and you will then be asked to configure your Exsalerate Connection
Now enter your Exsalerate user name and password
Next, choose your default email activity type and follow-up activity type
Choose whether you wish Exsalerate to automatically create a follow-up activity every time you send an email.
Click save and continue
Sending An Email from Gmail:
Type the Email Address in the 'to' field, compose the email, and at the bottom of the page Exsalerate will start to match the contact (email address) to a company if it already exists.
The Company Name pre-populates & you choose the Email Activity Type that relates to the outgoing email (these options are drawn from your Exsalerate account).
Exsalerate will ask if you would like to create a Follow-up Activity so check or un-check the box choose the type of Follow Up Activity and set the date and time
When sending the email you can copy Exsalerate or not:
Email to Exsalerate and the person
Email but NOT to Exsalerate.
If the company does not exist in Exsalerate you can add them from your inbox as per the below:
Note: The Gmail extension will only record the email against the 1st contact in the address field, not multiple contacts.