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Email relations

When sending or logging emails in Upsales, you can relate them to your tasks. Then when you open a task, you can see the related email.

Email relations is available in Tasks – your free upgrade to Activities. Contact us to get Tasks and unlock lots of new features including Email relations.

How to add an email relation

  1. Scroll to the history of a company or contact and locate the email:

    history.jpg

  2. Hover over the three dots to show options:

    options.jpg

  3. Then click Relate to something already in Upsales:

    relate.jpg

  4. Click or search for the task related to the email:

    search.jpg

  5. You can tick one of each task type, then click Save:

    relation.jpg

Where to view emails related to opportunities

  1. Open the opportunity
  2. Click the Tasks tab

    task.jpg

  3. You'll find the email in the History section:

    tab.jpg

Where to view emails related to phone calls & appointments

  1. Open the phone call or appointment
  2. Scroll to the History section:

    tab.jpg

  3. Click the company icon:

    company.png

  4. You can find the email in the company's History:

    history.png

How to create follow-ups on emails

When clicking the three dots, you might have noticed the Create a follow-up option:

relate.jpg

Click to add a follow-up and this will also appear on the Leading up to section of:

  • Opportunities

    lead.jpg

  • Phone calls:

    leadingcall.png

  • Appointments:

    appointment.png

 

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Articles in this section

  • Q: Can I use Upsales to send emails to anyone?
  • Q: What's the maximum number of contacts I can add as recipients for one email?
  • Q: Do inactive users get an email if they are assigned a lead?
  • Email relations
  • Working with emails
  • Creating a new email
  • How to create a copy of an email
  • How to create activities from an email

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