Gmail Plugin: How to install

Step by step on installing and utilising the Gmail plugin

Installing the Plugin

1. Go to Chrome Web Store and search for Atominvest

2. Download the plugin by clicking "Add to Chrome"

3. Once the plugin is installed, and you will see the icon in the tool bar on your right hand side. Please ensure you log into the plugin by providing your Atominvest domain prefix and credentials.

Pushing Emails to CRM

• After you've logged in, you can click on the icon on the top of your email. A confirmation popup will appear. Please click "OK" to push the email into the CRM.

Adding Contacts, LP details, Notes and Deals

• Please extend the toolbar on the right hand side by clicking on the arrow (as shown below) which is located on the bottom right corner.
  
  

• The popup will appear on the right which will first prompt you to enter your login details and the environment (your company)

• After entering the information, the popup as shown below will appear which allows you to update contacts, companies, investor accounts, investor entities, deals and notes.

• "Contacts" could include any contacts including LPs, admins and others. The plugin will recognize which contact exists in your portal to avoid duplication.
• "Company" could be any company, not necessarily investors or prospects (e.g. the taxi company that your company uses).
• "Investor Accounts" are your LP relationships
• For institutional/corporate "Investor Accounts", you will still have to create the underlying company before completing the setup. If you would like to create a new record for your LP via the plugin, we'd recommend directly adding an Investor Account; you'll be able to add the LP's company through the same pop-up window.