The Method:Sidebar for Gmail is available to users of Method:CRM and Gmail. It will allow you to see Method:CRM data within the inbox of your gmail account.
To install the Method:Sidebar for Gmail, please go through the following steps.
Log in to your Gmail account.
Click the Get Add-ons plus icon on the right-hand side
In the Google Workspace Marketplace, search for Method:Sidebar and click it.
On the Method:Sidebar page, click Install.
You will be prompted to Continue.
Select your Method account which will be used in the Method:Sidebar.
Grant permissions to allow Method:Sidebar to access your Google Account.
You will be taken through the normal process to grant Method access.
Once allowed the Method:Sidebar for Gmail is finished installing. Click Done.
Method:Sidebar will be on the side, which you can access by clicking on it.
If you do not have an email selected and click the sidebar icon, it will be empty of details. Select an email to get started.
After you select an email, you will need to sign in if this is the first time you use Method:Sidebar.
A separate window will pop up prompting you to sign into Method. Go through the normal authorization process.
Once logged in, Method will show data in the sidebar.
Congratulations! Method:Sidebar has been successfully installed as an Add-on!