This feature helps you organise and save your email-based conversations with contacts and companies. What's more, it works with every email service or client.
How to save your sent emails in Upsales
- Make sure your recipient is a contact in your Upsales account
- Make sure the contact's Email in Upsales is the address you send to.
- Send the email from the email address of your Upsales user.
- Add email@upsales.com to your email's BCC line:
The email is saved with its attachments on the contact and on the Company Card. You find it as a Sent email under History on the Activities tab (Tasks if your account uses Tasks).
The email is saved on the first address in the To field. If no contact in Upsales has that address, the email is not saved.