Connecting your email is what powers automatic activity tracking, quote sending, and appointment syncing.
Plan/Package: Requires the CRM add-on. If you don't see this option in your portal, contact us.
Steps
From any page in the Portal, your initials/profile picture in the top right corner of the screen.
Select Account settings.
In the left-side navigation, click Connected accounts.
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.
After your account has been connected, you'll see up to one year of email history sync with all that you've entered in the CRM system.
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.
The CRM add-on is growing, and your feedback helps shape what comes next. Have an idea or a question? You can always chat with us for a fast response.