Every customer record keeps an automatic activity log — emails, quotes sent, and status or field changes — recorded in one place, without changing how you work day to day.
Before You Start
Plan/Package: Requires the CRM add-on for full email-related activity tracking. With limited customer management, customer records show a shorter Recent Activity feed with no email sync.
Your Outlook or Gmail account must be connected (CRM add-on only).
Add the customer's website on the record's Details tab — email matching works from that website's domain.
Steps
Continue emailing customers normally from your own inbox — no separate step is required in the portal.
Open a customer record and go to the activity tab to see the full history: emails sent and received, quotes created and sent, vehicles added as vehicles of interest, tracked phone calls, and status or field changes made by any user.
Good to Know
This works even for people not yet saved as a contact — matching is based on the company's email domain, not the individual, so coverage doesn't break if a new person joins the thread or a rep is out. When someone new emails you from that domain, they're added as a contact on the customer record.
Public email domains (such as Gmail and Yahoo) are excluded from domain matching, so they won't pull unrelated people into a record. If a contact uses a personal address like that, add it to their contact record — emails to and from that address will then be matched to the customer.
With limited customer management, the Recent Activity feed still displays, but will be sparse because email sync isn't included — this is expected behavior, not a bug.
Once your email is connected and the customer record has a website or a contact email address, up to a year of past emails between you and that customer is pulled into the Activity tab. Older emails can take a few minutes to appear.
You can filter the Activity tab to show deals, emails, or phone calls.
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.