The New Beta 8i Mobile Integration with GMail ...Step by Step Instructions for you!

The New Beta 8i Mobile Integration with GMail ...Step by Step Instructions for you!

Okay, I am going to forget this plus it is going to take practice, practice, practice but here you go.

I am a beta tester for the 8i Top Producer new Mobile Product that integrates with GMail.

The bottom line is you can add contacts to 8i Top Producer from email or enter any new contact directly plus ultimately have the two databases remain in harmony. You can also add any email ,that you wish to attach to a contact record directly, from GMail to your 8i database.

This product enhancement will be released shortly so here are the Easy Sneak Preview steps.

Select the email from a new contact ...i.e. that is not in 8i. Open the email and to the right hit the drop down menu that lets you add it to contacts.

Then switch the screen in the top left corner from Mail to Contacts. Add any other info such as phone number or correct name to the saved email address in the new contact record.

Switch back to mail in the top left.

Select the email you want to save to 8i. Go to the top of the screen and select the drop down arrow that allows you to label the email Top Producer. Hit Apply.

Go to 8i in a new screen. Hit sync in the top of the screen if the entry was done under twenty minutes ago.

Go look up the contact. Eureka, it is there. Then go to the Activities tab and hit the complete drop down. Presto the email is also stashed there.

Just think, you can save emails with contracts attached. Or important docs.

And what is really cool is that you have your gmail contacts and 8i contacts sync and remain in harmony. YES!

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