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 view related articles on:
- Creating a new individual email
- Copying an email
- Creating follow-ups from an email
- Email relations
- Email signatures
Opening the email list
The email list shows the emails sent and received through Upsales. If Emails is not in the menu, email has not been activated for your account yet. An admin activates it by accepting the terms under Settings → Marketing → Email settings.
- Click Sales & CRM and then click the dropdown arrow next to Emails:
- Select one of:
- My sent emails
- My received emails
- My opened emails
- My clicked emails
- All sent emails
- All received emails
- All opened emails
- All emails with clicked links
The list you selected is displayed.
Viewing the email list
The email list provides an overview of your emails:
- Status - shows the delivery status of the email: Sent, Received, Scheduled, Missing credits, Missing payment, Processing or Failed. For a failed email, the status shows the reason it failed when the reason is known.
- Open/clicked icons - shows whether the contact opened or clicked links in the sent email
- Contact - 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:
Click a row to open the email. Each row has a delete button. Scheduled and failed emails, and emails with status Missing payment, also have an edit button. It opens a new email with the same recipients, subject, content and attachments. The original email stays in the list, so delete a scheduled original if you don't want it sent.
To customise your email list, you can:
- Sort the list
- Customise columns shown for the list
- Filter the list
You can also click the dropdown arrow and click save list for future use:
Sorting the email list
Click the date to sort by most recent or click the subject column header to sort by A-Z