We recommend watching this brief overview video and then following the steps below to get started.
All in 1 video:
Step 1: Install and Login
Install the extension from the Chrome store
Step 2: Recommended Customizations to make before use
Set your filter for search results
Step 3: Learn how CloudExtend Gmail works
Saving emails from your inbox
Associate Email
Autopilot (Enterprise Only)
Various search options to find which records you want to attach your emails
Where are emails stored in NetSuite?
Understanding your CloudExtend settings
Step 4: Create and Edit Records within the application
Step 5: Learn how CloudExtend Google Drive works
Step 6: Learn how CloudExtend Calendar works
Step 7: Download Gmail Lite to save emails from your Mobile device to NetSuite
Step 9: Gmail Analytics feature
View stats on how your application is helping you stay productive.
Step 8: Begin using CloudExtend Google Workspace NextGen to save time and be more productive.
If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at cloudextend-success@celigo.com.