Omnibar for G-Suite
This article describes how G-Suite users can use Omnibar within their inboxes and calendars.
Add Contacts to Salesforce
Hover over any email or open a calendar event and the prospect's record will appear in Omnibar if they exist in Salesforce. If no Salesforce record exists, you'll see a "+ Add Contact" button in the Omnibar (check out the Calendar screenshot below to see this).
At the top of the Omnibar, you can also click:
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Related Records: To open related records to view accounts, opportunities, or custom objects related to the person you're emailing.
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All Recipients: To switch between multiple prospects on a thread or view Related Records.
Omnibar Prospecting and Prep Tips
Before sending an email or jumping on a meeting, use Omnibar to:
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Check the activity history for the contact and account to make sure you are up-to-date on recent engagements and any account status changes
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Check out opportunity notes to make sure you get brought up to speed on deal stages
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Add to flow: You can add leads or prospects directly to a flow from the Omnibar to follow up with.
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Create an action: Create a one-off action outside of your flows to engage with your prospects
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Check out LinkedIn Sales Nav
Omnibar in Google Calendar
When you're viewing your Google calendar, prepping for a meeting, or inviting prospects/clients to a meeting, you can have all of the Salesforce/LinkedIn context available to you with the Omnibar by hovering over a prospect the same way as Gmail above.
If no Salesforce record exists, you can easily add one from Omnibar (right side):
Omnibar Calendar Details
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Open Omnibar either in your entire Calendar View or inside an individual event.
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Hover over email addresses in the attendee list for Omnibar to update that person's Salesforce record the same way as from Gmail with Omnibar.
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Quickly create a contact or lead by clicking the '+' icon if someone on the meeting is not in Salesforce yet.
