Question

Gmail extension - how to add Leads to menu?

  • 21 December 2021
  • 1 reply
  • 13 views

How do I add Leads to the Menu in my Gmail extention?


1 reply

Userlevel 5
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Hi @Clayton Diebert, you’ll have to turn on the Lead section through the Copper web app first - go to app.copper.com and make sure you’re logged in. Then follow these steps:

  1. In the purple sidebar, go to Settings
  2. In the white sidebar, find Customize > Lead Statuses
  3. You will see a box called Enable Leads. There will be a toggle button - click on it to turn it on.

I’ve put a screenshot below.

 

When you do this you’ll also see options for customizing Lead Statuses. Those are the dropdown options that let you categorize Leads in Copper.

Once you’ve enabled Leads, refresh your Gmail. When your Chrome extension reloads, you will see Leads as an option in the menu.

 

Hope that helps!

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