The Email list helps you track individual (one-to-one) emails sent to contacts through Upsales or logged from your Gmail or Outlook. Your admin will need to verify and connect your email domain before you can send emails through Upsales.
This article includes information on:
Also see related articles on:
- Creating a new individual email
- Copying an email
- Creating an activity from an email
- Email signatures
Opening the email list
The Sent Emails list shows emails you've sent through Upsales.
- Click Sales & CRM and then click the dropdown arrow next to Sent emails:
- Select one of the following:
- My sent emails
- My opened emails
- My clicked emails
- All sent emails
- All opened emails
- All emails with clicked links
- Opened emails sent last week
- Templates
The list you selected is displayed.
Viewing the sent email list
The email list provides an overview of emails you've sent through Upsales:
- Status - shows the delivery status of the email, including sent, scheduled, missing credits. missing payments, processing or failed
- Open/clicked icons - shows whether the contact opened or clicked links in the sent email
- Contact name - shows the associated company and opens the contact card to the timeline
- Subject - shows the subject for the email
To find a specific email in the list, start typing in the Quick Search or click the filters:
The row for each email allows you to open, edit or delete the email.
To customise your email list, you can:
- Sort the list
- Customise columns shown for the list
- Filter the list
You can also save the list for future use:
Sorting the email list
Above the email list you have clickable tabs to view:
- All emails
- Sent emails
- Scheduled emails
- Draft emails
