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Emails on a record
Read every email conversation with a contact or company on its Emails tab, open a conversation at the side, reply, and start a new email from there.
Contacts and companies have an Emails tab that lists your email conversations with them. A company's tab shows your conversations with everyone who works there.
Before you start
- Connect your email. See Connect your email.
- A contact needs an email address before their emails can show up.
Things to know
- When your teammates connect their email too, their conversations with the client show here, so everyone can see what was said.
- A teammate's mailbox shows only what they share. You may see just the subject, or only who and when.
- The same conversation shows on the company and on each contact in it.
- Every email is also listed in the record's Activity, next to calls and notes.
- On a contact's Overview, the Replies card counts the emails sent to them and their replies over the last 90 days.
- On a record with a lot of mail, the tab shows the most recent conversations. Older mail is still in the mailbox it was synced from.
Read a conversation
- Open the contact or company's full page and click the Emails tab. The number beside the tab is how many conversations there are.
- Click a conversation. It opens in a panel at the side: who wrote, who it went to, and when.
- Click an earlier message to read it in full. To see text quoted from an earlier email, click Show quoted text (the ••• button).
Images in an email are hidden to protect your privacy. Click Show images to load them.
If someone in the conversation isn't a contact yet, click Add as contact. The conversation is then linked to the new contact.
Reply or send a new email
- To reply, open the conversation and click Reply at the bottom.
- To start a new conversation, click New email above the list, write your message and click Send.
You can only send if you've connected your own mailbox, and the record has an email address.
If the tab is empty
- Connect your email to see your conversations… means you haven't connected a mailbox. Click Connect email.
- Add an email address to… means the contact has no email address. Add one to the contact.
- No emails with… yet means there's no mail with them in your connected mailboxes.