How can I link an email to a project directly from my Gmail?

In case you have installed the Gmail plugin, you have the option to link incoming or outgoing email to a project. Therefore the contact needs to be known in your CRM. If this is not yet the case, you can directly create a contact from this email (see screenshot).

Then go to the project you want to link the email to and scroll down to “Customer”.

There you click on the plus sign and add this contact to the project. You also have the option to assign him or her a function or declare him as a third party of the project, e.g. “External colleague”.

This person is then linked to a project which now gives you the option to link an email not only to a contact or a company but also to a project.

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