Email

Connect your own Gmail account, then send from a contact, an account, or a deal. Sent mail and customer replies show on the activity timeline.

1. Open Settings → Email, or open your profile (click your name in the top bar). Both show the same Gmail connection.
2. Click Connect Gmail and approve the Google consent screen.
3. The mailbox is listed when it is connected.

Each person connects their own mailbox. Sync now checks for replies. A connection from before replies were added shows Reconnect to enable replies. If Gmail is not set up on the server, the page says so and you cannot send.

1. Open a contact, account, or deal.
2. Click Email. On a contact you can also click the email address.
3. To is filled with that contact, the account's primary contact, or the people on the deal. Add Cc if you need to.
4. Pick From (one of your connected Gmail accounts), fill in Subject and the message, and send.

Nexus logs the message on the record you sent it from. Sent from a contact, it is also logged on that contact's account. It is also logged on any contact whose address is in To or Cc, and on that contact's account.

A reply on a thread that started in Nexus, or inbound mail whose From matches a contact, shows on that contact and that contact's account as Reply. If the thread started on a deal, the reply is on that deal too. Opening the contact, account, or deal pulls new replies in the background. Mail that is not from a contact, and not on a Nexus thread, is not stored.

The Meetings card on Home has an orange Emails bar beside meetings for each of the last 12 months. Each Gmail message counts once, whether it was sent or received, and the count follows the same Resource choice as meetings.