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How do I get started with email integration within my CRM?
How do I get started with email integration within my CRM?
Learn how to begin to connect your email address account with your dealer system CRM.
Updated over a week ago

1. Once logged in, to navigate to the Personal Email Integration settings, select the "MY ACCOUNT" tab in the upper right corner followed by the "Personal Settings" link just below the "ACCOUNT MANAGEMENT" heading.

2. To find the "EMAIL INTEGRATIONS" button, use the side arrow button to scroll through the button options.

3. Select "EMAIL INTEGRATION" from the menu options.

4. If your Email Integrations settings panel opens and you see a “Contact your sales representative” notification screen at the bottom, reach out to your account representative to inform them that you would like to enable the Email Integration functionality.

After your sales representative has enabled your account, you will likely need to sign out of your account and return to Step 1, so your account reflects the new permissions and functionality.


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