The Cirrus Insight app brings Salesforce into your inbox. Conga Grid conversely brings your inbox into Salesforce. With both applications installed, you can do things like:

• Use Conga Grid as a dashboard to show follow-up or overdue tasks, then view emails related to the associated records.
• View emails associated with open activities or opportunities.
• Click a Conga Grid tab within an email message to view all records associated with that contact.

The first example shows a custom tab that displays a Conga Grid of open tasks. With conditional formatting, you can quickly see which tasks are more than three days overdue (colored red), less than two days overdue (colored yellow), and due today (green). In this example, clicking one of the records displays an email message (in the Reading Pane) related to an upcoming task. For this to work properly, you must have already imported email conversations into Salesforce.

The next example shows a custom tab that displays a Conga Grid of Opportunities. Selecting a single record displays a Multi-Tabular Conga Grid that includes a Tasks tab. This displays a list of tasks and their associated email conversations.