How to use Gmail Go-To Actions for Approval emails in Vtiger CRM?

In Vtiger CRM, Go-To Actions lets you approve a request directly from your Inbox. For example, clicking the Approve actions button will direct you to the approval screens for various approval requests without having to go to the email’s details or exit Gmail.

Follow these steps to access the approve actions button: 

1. Login to your CRM Gmail account.

 

2. In your Inbox, go to an approval email.
3. Click the Approve button. You will be directed to the Approval screen.

 

4. Type your comments in the Approver Note textbox (optional).
5. Click the Approve button to approve the request. If your approval was successful, the system displays a confirmation message. 

You have now successfully approved a request on CRM using Gmail Go-To Actions.