How does Ebsta's blue notification bar work?

Ebsta Support -

Ebsta's blue notification bar alerts you to Salesforce records that relate to the web page you are on, LinkedIn profile you are viewing or emails that you are reading in Gmail and provides a snapshot of key information held in your database.

It's worth noting that if the email sender is associated to an Account, the Ebsta notification bar will show the latest Opportunities and Activities related to that Account, and not the Contact information.

 

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Clicking on any field underlined in blue in the bar will enable you to open the record up in Salesforce in a new browser tab.

Clicking the Ebsta button   in the top right-hand corner lets you view the record, edit and update it, record activities and manage tasks related to that record without leaving Gmail or the web page you are on.

 

 

 

 

Recommended next reading:

How does Ebsta alert me to content in Salesforce from Gmail? (with video)

What are the Ebsta icons in my Gmail inbox?

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