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Official Guide
Getting Started - Connect Personal Inbox
Keeping track of client conversations can be tricky when you're juggling multiple inboxes. But don't worry, we've made it super easy to sync your Gmail or Outlook inbox right into RevStackr. This means you'll see all your customer interactions in one unified place, so you'll never miss an important follow-up again.
Connect Gmail or Outlook
- Go to Settings > My Profile > Email (2-way sync).
- Choose Gmail or Outlook, then click Connect.
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- Follow the prompts to accept permissions. It's safe and secure!
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Use Your Connected Email
- Navigate to Conversations.
- Click on Create New Message (the pencil-on-paper icon).
- Select Direct Message.
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- Choose your contact and click Continue.
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- Your connected email address will automatically populate in the 'From' field.
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- Your emails will seamlessly sync both ways—from RevStackr to your personal inbox and back again—so you're always in sync.
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