Deltek Vantagepoint Help

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Vantagepoint Connect Add-in for Gmail

Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your Gmail application.

Video: See related video below

By integrating with Gmail, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with clients to nurture your client relationships.

Vantagepoint Connect requires:
  • Vantagepoint CRM
  • Custom Google app in the Google Cloud Platform
  • Configure Connect in Vantagepoint for your Google Workspace Account
  • Install the custom Google app in users' Gmail accounts

Vantagepoint Connect Set Up

System administrators configure the Vantagepoint Connect Add-in in Utilities > Integrations > Connect . Use this utility to set up the users and associated profiles that will allow synchronization of contacts and calendar items to Vantagepoint via the email application.

For a list of prerequisites and an overview of the different aspects of the setup process, see Checklist: Basic Steps to Provision Vantagepoint Connect for Gmail online help topics for a list of prerequisites and an overview of the different aspects of the setup process. You can also use the utility to schedule or manually force the synchronization process to occur.

Video

Title Description

Vantagepoint Connect for GMAIL: Introduction

Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail.

The videos are:
  • Launch the Contextual Pane
  • Contextual Pane Options
  • Contextual Pane Search Feature
  • Display Records
  • Create an Activity from an Email
  • Create a Contact from an Email
  • Create a New Contact
  • Create a Firm
  • Sync the Calendar
  • Sync Contacts