With Ebsta Team installed, connected to Salesforce and added to your Page Layouts, when you open a record in Salesforce, Ebsta will open by default on the Activities view and will look like the example below.
Ebsta displays all Activities that have taken place between the Account, Contact, Lead or Opportunity you are viewing and your organisation.
This last column identifies whether or not the sent and received emails have been added to Salesforce or not.
|Email added to Salesforce, clicking the icon will open the completed Task|
|Email not in Salesforce, clicking the icon will add it to the appropriate record.|
If the email isn't in Salesforce, clicking the icon enables you to add it to Salesforce directly from this view.
The icon will display green to show that it has been added successfully.