The IRIS CRM Gmail Extension enables you to perform many of your day-to-day tasks—such as creating new leads, adding lead notes, or changing the lead status—right from your Gmail inbox!
The extension installs as a sidebar in your Gmail which looks like this:
Installing The Extension
To install the IRIS CRM extension simply navigate to the extension’s home page, click Add To Chrome, and complete the installation process.
Once installed, click on the IRIS CRM extension icon next to the address bar and click Log In:
Now enter your CRM Site URL, your username and password, and log in:
Creating A New Lead
To create a new lead from Gmail, open the email you received from the lead and click on the Plus button in the IRIS CRM sidebar:
In the popup which appears next, enter the lead’s contact info and select the lead’s status, users, source, and group. When finished, click Create Lead:
The new lead will now be added in the CRM and the information you entered displayed in the sidebar:
If an email that you opened is already linked to a lead in IRIS CRM, then the sidebar will automatically display the lead’s information and status.
Managing Existing Leads
The IRIS CRM sidebar allows you to call your leads using the Power Dialer, send SMS texts, change the lead’s status, and view or add lead notes and events.
To call or message the lead, click on the Phone or the SMS icon shown in the Details section:
The action will direct you to the IRIS CRM lead page with the Power Dialer or the SMS popup launched automatically.
To change the lead’s status click on the Pencil icon in the Details section and select the new status which will be saved automatically:
The Notes section allows you to add new lead notes or view existing ones:
Use the Tasks section to add new tasks or appointments or to view existing events:
The IRIS CRM extension also adds a few important functions to Gmail’s email editor as shown in this image:
The Email Templates button launches a popup which allows you to select a template from IRIS CRM and apply it to your message:
The next three options shown in the top of the email editor allow you to compose your email using voice, enable visitor tracking, and enable email open tracking:
When you are composing an email with your voice, you can use commands like comma, period, new line etc. More info: Using Speech Recognition
The Visitor Tracking feature uses the latest cookie technology to notify you when the people you email visit your website and what they are looking at click by click. More info: Tracking Site Visitors
The Track Open Email option enables automatic notifications in IRIS CRM each time a recipient opens your email, and the information is also saved in the lead notes.
At the bottom row of the email editor you’ll find the Send Later button which allows you to schedule an email to be sent at a later time:
After you schedule an email it will be saved as a draft in Gmail and it will show the send schedule at the bottom of the email editor:
If you decide you don’t want to send the email after all, you can simply discard the draft.