When sending or logging emails in Upsales, you can link them to your to-dos, phone calls, appointments, opportunities and orders. Then when you open one of them, 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, locate the email and hover over the three dots to show options:
   
   
    
2. Click Relate to something already in Upsales and click or search for the task related to the email. Tick one of each task type, then click Save:
   
   

Where to view emails related to opportunities

1. Open the opportunity
2. Click the Tasks tab:
   
   
    
3. You'll find the email in the History section:
   
   

Where to view emails related to phone calls & appointments

1. Open the phone call or appointment
2. Scroll to the History section:
   
   
    
3. Click the company icon:
   
   
    
4. You can find the email in the company's History:
   
   

How to create follow-ups on emails

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

Click it and choose the type of follow-up: To-do, Phone call, Appointment, Opportunity or Order. For phone calls, appointments and opportunities, the email then appears in the Leading up to section. See How to create follow-ups from an email.

• Opportunities
  
  
   
• Phone calls:
  
  
   
• Appointments:
  
  
   

Emails in Report centre

The Email outcome widget in Report centre counts the appointments, opportunities and orders that were created from an email with Create a follow-up. An appointment, opportunity or order that you relate to an email afterwards with Relate to something already in Upsales is linked to the email, but is not counted as created from it. To have a meeting count as an outcome of an email, create it from the email.