Switching Between Google and Salesforce


How to switch between Salesforce or Google Drive mode.


You can switch your CRM directly from your Prospect sidebar. This document will go over how.

1
Click on your CRM settings button on the top right. 
If you are signed into Salesforce, your button will appear as the Salesforce logo.

If you are signed into Google Drive, it will appear as the Google Drive logo.

2
If you are currently logged into Salesforce, click “Switch to Google Drive” in the login window that appears.

Click “Switch to Salesforce” if you are signed into Google Drive.

3
This will bring you to the connect page. Click into your preferred CRM to login.

You will be brought to a confirmation page and your Prospect sidebar should be updated to the new CRM.