CloudExtend

Taking Your Excel and Email Integrations to the Next Level

This follow-up to our introduction session will boost your CloudExtend experience and help your users become even more efficient and productive.

We walk you through all the how-tos involved in taking your CloudExtend experience to the next level with Gmail, Outlook, and Excel, including:

How to customize your CloudExtend experience in Outlook and Gmail

Using email rollup to ensure communication connects to both contacts and accounts in one step

Best practices for attaching files using OneDrive, SharePoint, and Google Drive

Managing credit card imports and applying payments from customers and vendors

Using Power Query to join multiple saved searches

- How to customize your CloudExtend experience in Outlook and Gmail
- Using email rollup to ensure communication connects to both contacts and accounts in one step
- Best practices for attaching files using OneDrive, SharePoint, and Google Drive
- Managing credit card imports and applying payments from customers and vendors
- Using Power Query to join multiple saved searches

Second session of our email and Excel masterclass series

University

Admin Portal

Webinar Replays

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you