Functionality of Extensions:
The extension let you view and edit existing CRM data as well as create new entries. The sidebar “senses” the details of the email you are viewing and offers data based on the content of the email.
If you are not using the Google Chrome browser yet, here are a few reasons why we think you should:
- It is automatically updated for security.
- Sync your browser setting across devices.
- Gmail feels right at home in Chrome, including desktop notifications.
- A complete Chrome extensions marketplace.
Built in Intelligence:
- Auto sync with G Suite: ProsperWorks syncs with your Google Apps automatically right after you turn your account on. You don’t need to set up anything.
- Suggested contacts: We analyze your email correspondence and make suggestions for contacts to be added to your CRM.
Frequently Asked Questions
Q: What is the difference between the Inbox and Gmail extensions?
A: There is one extension that works both on Gmail and Inbox. Please note that the Inbox extension does not include a few features due to the fact that the Google team is constantly making changes to the Inbox environment, which increases the likelihood of these features breaking:
- Email tracking, to track which recipients have opened your emails
- ‘Set Reminder’, to set tasks related to an email
- ‘Relate to’, to relate an email to a Lead, Person, Company, Opportunity or Project record.
Q: I have the Gmail extension installed and I'm trying to install the Inbox extension, but I still don't see the extension. How do I fix this?
A: You should see a notification show up on your screen, inviting you to Try the Inbox extension. If you use two screens, be on the lookout for the notification on your secondary screen. If you still run into issues after installing the new extension, toggle the Inbox extension on and then completely close your Chrome browser. Once you reopen your Chrome browser, go back to Inbox and the extension should appear!
Q: How do I delete an email from ProsperWorks?
A: Go to the contact’s activity section > click on the email > scroll down to the bottom of the email and select “Delete Email.”
Q: How do I delete all emails from related to a ProsperWorks user?
A: At this moment you are not able to mass delete emails. This is something our team is currently working on and should be available in Q1.
Q: What happens to emails if the ProsperWorks [people] record is deleted that the email is related to?
A: If the people record is deleted from ProsperWorks and all emails that are sync to that email will be removed from ProsperWorks
Q: What does ProsperWorks do with emails between 2 ProsperWorks user in gmail?
A: Internal emails or emails between two ProsperWorks users will not be synced into ProsperWorks.
Q: What happens when you create a contact that has the same email domain as the account owner?
A: If you were to create a contact that has the same email domain as the account owner, for example: @napcan.org.au. That contact record will be created, however any emails will not sync as we will view them as an internal email
Q: What if I only want specific emails to sync to an Opportunity, not all the back and forth correspondences?
A: To turn this off, you must unrelate the contact from the opportunity or replace with a blank placeholder. To only correspond with emails relating to that opportunity, go into Gmail and open the specific email. Select ‘Relate To’ on the upper right side of the email thread (see image below), type in and select the opportunity you want the email to relate to.
Q: What if I don’t want emails syncing automatically?
A: Go to 'System Settings' ⇨ 'Email Settings' and untick 'Include my ProsperWorks Mailbox address in the BCC field on emails.' You’ll also want to go to Company Users and click on the edit icon to turn off Google Sync (Calendar, Contacts, Docs, etc.) completely. Shutting off this functionality means your calendar events will not sync, tasks will not sync to Google calendar, and your ProsperWorks contacts will not appear in your Gmail/Inbox.