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Method:Sidebar for Gmail
Installing Method:Sidebar for Gmail
Installing Method:Sidebar for Gmail

Setting up the Method:Sidebar for Gmail.

Updated over a week ago

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.

  1. Log in to your Gmail account.

  2. Click the Get Add-ons plus icon on the right-hand side

  3. In the Google Workspace Marketplace, search for Method:Sidebar and click it.

  4. On the Method:Sidebar page, click Install.

  5. You will be prompted to Continue.

  6. Select your Method account which will be used in the Method:Sidebar.

  7. Grant permissions to Allow Method:Sidebar to access your Google Account.

  8. Once allowed the Method:Sidebar for Gmail is finished installing. Click Done.

  9. Method:Sidebar will be on the side, which you can access by clicking on it.

  10. If you do not have an email selected and click the sidebar icon, it will be empty of details.

  11. The first time you use Method:Sidebar, you will need to sign in.

  12. A separate window will pop up which will allow you to enter in your Method credentials. Continue with signing into Method.

  13. One final authorization. This gives the add-on permission to access your Method account.

  14. Once logged in, Method will show data in the sidebar.

Congratulations! Method:Sidebar has been successfully installed as an Add-on!

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