If the email came from an outside directory or platform: Don't worry if you don't know them all yet, or if they change later - you can always edit the the Project details down the line! Then, click Create a New Project.Įnter or adjust any additional details that you have: client name & email, as well as Project details like the Project name, type, date, lead source, etc. Though you can’t create or edit files through the extension, you can click on any existing file to open it in a separate HoneyBook tab!Ĭlick Assign Contact to Thread. If you’d rather review this client’s existing Projects, just click into any of the Projects listed in the sidebar instead of creating a new Project. If you’d like to create a new Project for this contact, though, just click Create a New Project.Įnter or adjust any additional details that you have: client name & email (if necessary), as well as Project details like the Project name, type, date, lead source, etc. In this case, the sidebar will display any Projects connected to that client. If the sender is already a client in your HoneyBook account: If your HoneyBook sidebar isn’t open yet, click the HB icon to pop it open. Whatever the case may be, begin by clicking on an email from a lead or client you’d like to add to HoneyBook. Sender is already a client in your HoneyBook accountĮmail address does not yet exist in HoneyBookĮmail is from an outside directory or platform (eg: Wedding Wire, The Knot, etc.)
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You might run into a few different scenarios with your incoming emails, so below, we’ll detail how to handle emails where: HoneyBook Tip: If, moving forward, you’d like the option of messages from email threads being pulled into HoneyBook when you create Projects from the extension, make sure you have your email integrationturned on in HoneyBook!Įxtension installed? Sweet. Click Log In, and follow the steps to log in to your HoneyBook account. Click the icon to pop open the sidebar.ħ. Head to your Gmail, where you should now see the HoneyBook Extend icon.Ħ. Click Add Extension in the pop-up that appears.ĥ. Search for HoneyBook Extend in the search bar.Ĥ. Viewing an existing lead’s status and info via HoneyBook ExtendĢ. No more jumping between tabs to copy and paste all that client information that came in via email! With HoneyBook’s Google Chrome extension - HoneyBook Extend- you can add leads to HoneyBook without having to leave your Gmail, streamlining your process and allowing you to get booked even faster and, if emails come in from contacts that already have HoneyBook Projects associated with them, you can quickly check the status of that Project or client right from your Gmail window.
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