You can now save a copy of the emails you send and receive via email programs like Gmail and Outlook. This update allows you to view your email communications from directly within Sales & Success Center without all the hassle of copying and pasting content.
Logging sent emails
There are two ways you can log your sent emails: Select the contact’s email address within Sales & Success Center—this will launch an email program and automatically pre-fill email@example.com in the BCC field. From an email program, type firstname.lastname@example.org in the BCC field.
Logging received emails
You can also log your received emails by forwarding your prospects’ emails to email@example.com.
Upon sending the email, a sales activity will be added to all relevant accounts—i.e. accounts where: The sender’s email address matches your email address in Sales & Success Center. The recipient’s email address exactly matches that of a user or contact. The sales activity will include the unformatted content of the sent email. You may edit that sales activity as needed. All sales activities for received emails will automatically be marked as Connected.