Skip to main content

InboxIntel Instruction Guide

Updated

A Sales Rep’s time is too valuable to waste with manual data entry. That’s why InboxIntel syncs your inbox to your CRM - to add key prospect details, so you don’t have to. Connect your email to your lead and account records with InboxIntel to start selling more today!

 

Setting Up InboxIntel

  1. Login to SalesIntel and access InboxIntel.
    mceclip2.png

  2. Click ‘Connect My Email Inbox’ to connect your corporate Gmail address
    Note: InboxIntel only supports corporate Gmail addresses at this time  
    mceclip3.png 
  3. Choose your corporate Gmail account to continue to SalesIntelmceclip0.png
     
  4. Allow CircleBack to access your corporate Gmail account.
    mceclip1.png

 

Using InboxIntel

  1. Select ‘Companies’ to review all human-verified and machine-verified company records.
    mceclip4.png
     
  2. Select ‘Contacts’ to review human-verified and machine-verified contact records.
    mceclip5.png
     
  3. Select individual records or all records in order to accomplish the following:
    • Export Human-Verified Contacts or Companies to Salesforce or CSV file
      mceclip6.png
       
  4. Add to List
    • Create new list in SalesIntel portal by adding Contacts (left) or Contacts (right) from InboxIntel
      mceclip7.png
       
    • Add Contacts (left) or Companies (right) from InboxIntel to Existing List in SalesIntel porta
      mceclip8.png

    • Create new Suppression list in SalesIntel portal by adding Contact (left) or Companies (right) from InboxIntel
      mceclip10.png
       
    • Add Contacts (left) or Companies (right) from InboxIntel to Existing Suppression List in SalesIntel portal
      mceclip13.png
       
  5. Request Verification to send Machine-Verified Contacts to Research on Demand for human verification
    Note: Requesting Verification consumes Research on Demand Credits
    mceclip0.png

  6. Reveal Contact Details for Human-Verified leads.
    Note: This option is available for users whose plan does not include Auto-Reveal.
    mceclip1.png

 

Exporting Records

  • Exporting Contact Records to Salesforce

    Note: Machine verified contacts selected for export will be human-verified, thus consuming Research-on-Demand credits.
    1. Select individual records or select all records to be exported, click ‘Export’ then choose ‘Salesforce’ as the destination.
      mceclip3.png

    2. Select ‘Export’ to confirm record type and number of records for export to Salesforce.
      mceclip4.png
    3. Choose to export Contact as Lead or Contact
      mceclip5.png

    4. Assign Owner (optional)
      mceclip6.pngmceclip7.png
       
    5. Assign to Campaign (optional)
      mceclip8.png
    6. Complete export from SalesIntel to Salesforce
      mceclip9.png

  • Exporting Company Records to Salesforce

    Note: Machine-verified companies selected for export will be human-verified, thus consuming Research-on-Demand credits
    1. Select individual records or select all records to be exported, then click ‘Export’ and choose ‘Salesforce’ as the destination.
      mceclip10.png
    2. Select ‘Export’ to confirm record type and number of records for export to Salesforce.
      mceclip11.png

    3. Complete export of Companies to Salesforce.
      mceclip12.png
       

  • Downloading CSV file for Contact or Company Records

    1. Select individual records or select all records to be exported, click ‘Export’ then choose ‘Download CSV’.
      mceclip13.png
       
    2. Name CSV file and click ‘submit’ to download.
      mceclip14.png

 

Powered by Zendesk