Bring all your customer activity and transactions together with your email in Xero. Connect Xero to Gmail or Office 365 to get a complete view of your business relationships.
To set up, select the email tab in any contact, click Connect and choose your email provider.
You will then be prompted to sign into your email account.
Accept the connection and that’s it - your email and Xero organisation are now linked.
All emails between you and your customer will be visible to you in their contact record.
You can also add individual emails to the activity stream so other Xero users in your business can see them too.
If you’ve ever missed out on a sales opportunity before you’ll love this - simply add an email to a new Invoice, Quote or Bill.
Connecting Xero to your Gmail or Office 365 account makes it easier to grow your customer relationships.