Functionality of Extension:
This extension lets 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 Google for Work: 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: 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 or mass change the visibility on 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 related to Business Development issues, 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 from syncing automatically?
A: Go to 'System Settings' ⇨ 'Email Settings' and untick 'Include my ProsperWorks Mailbox address in the BCC field on emails'