Browser extension for emails

1
Once the Clipper has been installed and you are logged in, open an email from the contact you wish to add to the CRM → click on the OnePageCRM logo on the top right of the browser's address bar.

Email inbox l Email opened


2
In the clipper panel, the available contact details are displayed and enhanced. You have the option to edit the contact and add/update fields.

Once completed click Save.

Email inbox l Email opened l Lead Clipper panel on right-hand side


3
To open the contact in OnePageCRM click on Open in OnePageCRM.

Email inbox l Email opened l Lead Clipper panel on right-hand side


Notes:

  • Information that doesn't correspond to any provided field in the Lead Clipper will be added to the contact Background field.
  • If the contact already exists in OnePageCRM, you have the option to open that contact directly.
  • If you switch to another page without saving the contact and click on the extension again, the details of the contact will still show until saved.
  • When entering a phone number, please ensure that it includes the country code and has no dashes, hyphens, or parentheses included.

If you connected your Gmail account to OnePageCRM with Send and Save manually, you can easily save emails directly from your Gmail inbox to OnePageCRM.

Once the contact has been saved in the CRM → click on Save Email.

Email inbox l Email opened l Orange

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