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.|
A paperclip icon will display next to the Email icon (regardless of whether the email has been added to Salesforce or not) to denote there is an attachment contained in the email.
Hovering over the paperclip icon, displays the filename of the attachment(s) and denotes whether the attachment has been added to Salesforce.
If the paperclip display black, it hasn't been added to Salesforce and clicking it enables you to add it from this view.
Once it has been added to Salesforce, the paperclip icon will display green.