Email as CRM Interactions
Search Gmail, pick a message, and save it as a CRM email interaction with an account, contacts, and an optional AI summary.
Import a message from your own mailbox into OL Edge as an email interaction. Search Gmail, confirm the account and participants, optionally refine an AI summary, and save a record that still opens the original message. Threads labeled OL-Edge are filed by a periodic Gmail scan, which can match or create the account and contacts and write a relationship only when the relationship kind is explicit.