Tutorial: How to Turn Emails into Tasks with the opentaps CRM2 Chrome Widget

Gmail a lot?

The opentaps CRM2 widget could save you a lot of time: It lets you link your emails to tasks as you get them.  You can create a new task from your email:

CRM2 create new task from email

 

Or add your email to an existing task:
CRM2 add email to existing task

 

And this is how it looks with the task added:

 

CRM2 email added to task

That’s all there is to it.  Why don’t you try it yourself?  All you have to do is sign up for opentaps CRM2 and get our Chrome Gmail extension.

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