Saving emails to communication history

When using inmail, you can save emials directly to a contacts record. Navigate you your inbox using the envelope at the top, right-hand side of your tools.

Once in your inbox, there are two ways to save emails to the communication history on the contact's record within your CRM.

To Quicksave multiple emails from your inbox (regardless of how manydifferent contact there are) check the box next to the emails.

Next, find the More Actions dropdown at the top of your inbox. Choose "Quicksave to communication history" The emails will now be found on the contact record under the communication history tab.

NOTE: This only works if the email addresses communicated with are already associated with a contact record in your CRM.

To save an email (or multiple emails) to a contact record that is not assosicated with the email address, follow the same steps. Select one, or multiple emails from the your inbox by checking the box next to the email.

Next, find the More Actions dropdown at the top of your inbox. Choose "Save to communication history"

A dialogue box will open.

Use the fearch field to locate contact records already in your CRM. Add one or multiple.

Once you have added the contact records that you wish to attach the email(s) to, click save. The emails will now be found on the contact record under the communication history tab.