Email in the platform is connected to your CRM, so you can see all correspondence with a customer right on their record.
See emails on a contact
Open a Contact and look at their Emails section to see every message exchanged with that person.
See emails on an account
Open an Account (company) to see emails associated with that organization, giving you a complete view across all of its contacts.
Why this helps
- Anyone with access to the record can catch up on the conversation — no more forwarding emails around.
- History stays with the customer even as team members change.
Tip: visibility follows your permissions — you’ll see customer emails only for records and modules your role can access.