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Connecting Your Email Account

Connect your Outlook or Gmail account to power automatic activity tracking, quote sending, and appointment syncing.

Connecting your email is what powers automatic activity tracking, quote sending, and appointment syncing.

Note: This feature requires you to have one of our CRM plans. If you would like to add this functionality please contact us to inquire about adding it.

Steps

  1. Click your initials/profile picture in the top right corner of the screen.

  2. Select My Account.

  3. Go to Connected Accounts.

  4. Click to connect either Outlook or Gmail, and follow the sign-in prompts (roughly a two-to-three step process).

Tip: Every user can connect a single gmail AND a single outlook account. Connect both to get full conversation history from your account if you have both

Good to Know

  • Every user at the dealership needs to connect their own email individually.

  • Once configured it can take up to 24 hours to sync historical data to your account. Please allow a moment for this process to occur before submitting an issue.

  • Pro Tip: Do this before you need to send your first quote — it only takes a couple of minutes, and quote sending, activity tracking, and appointment scheduling all depend on it.

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