Articles
Email
Viewing Emails on Contacts and Accounts
Email in the platform is connected to your CRM, so you can see all correspondence with a customer right on their record.…
Email
Managing Drafts and Trash
This article covers managing messages you haven't sent yet (drafts) and messages you've removed (trash), including how to restore or permanently delete…
Email
Replying and Email Threads
Replies are grouped into threads (conversations) so you can follow the full back-and-forth of an email exchange in one place. View a…
Email
Composing and Sending Email
You can write and send email directly from the platform. This article covers composing a new message, adding attachments, and saving drafts.…
Email
Using the Email Inbox
The Email module brings your mailbox into the platform so you can read, send, and track email next to your customer records.…