Email Integration

Email Integration allows you to connect your email address to your Dealership Drive Management System. With email integration enabled and an email account connected, this will allow you to:

• Email Deal-related documents (quotes, invoices, receipts, forms, etc.) to your contacts directly within the Dealership Drive Management System using your own email address

• Automatically log all email correspondence with a contact’s CRM record for easy reference

• Manage all email communication with contacts without having to leave the Dealership Drive Management System

The following are helpful tutorial articles to help you set up and utilize email integration within the Dealership Drive Management System.

• How do I get started with email integration?

• How do I connect an email address?

• How can I omit emails to or from certain recipients from being imported (Use the Never Log List)?

• How do I import and sync emails matching contacts within the CRM?

• How do I import past email correspondence?

• How do I email inventory listings from within my dealer system?

• How do I quickly email deal-related documents (quotes, invoices, forms, etc.) from within my system?

• How can I access email correspondence with contacts within the CRM?

• How do I email clients directly from my CRM?

• How do I disconnect an integrated email account?

Questions and Suggestions?

Contact your Dealership Drive sales representative.