Show information directly from your Brightpearl CRM in your inbox!
- Access contact quotes, notes, sales and financial history all from within your Gmail account.
- Add notes to a contact and update their status, all without leaving your inbox.
- Your web-based accounting solution running tightly with your email. Now that's hot.
- Save time, and make sure you're up to speed with your colleagues.
Follow these steps to install.
- Visit http://rapportive.com and install Rapportive (Firefox and Google Chrome only).
- Login to Rapportive (make sure it's running in your Gmail account).
- In your Brightpearl account go to Setup > Company > Other options to find your Rapportive custom raplet URL (e.g. https://*.brightpearl.com/raplet.php)
- Visit http://rapportive.com/raplets and add the custom raplet (using the custom URL from above) to your Rapportive account.
- Browse your emails and see the Brightpearl information on the right-hand pane.
If you're using Google Apps - you need to create a Google account to support your Rapportive:
