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Manage your email inbox and conversations
Inbox Layout
The email inbox uses a two-pane layout for efficient email management.
The inbox is divided into two main areas. The left pane displays your email list with sender name, subject line, preview text, and timestamp for each message. The right pane shows the full content of the selected email, including attachments and the complete conversation thread. Click any email in the list to view its contents in the preview pane.
Email List Columns
- Sender / Recipient — The name and email address of the sender (for received emails) or recipient (for sent emails).
- Subject — The email subject line with a brief preview of the body text below it.
- Date / Time — When the email was sent or received. Recent emails show relative time (e.g., "2 hours ago"), while older emails show the full date.
- Status indicators — Icons indicating read/unread status, attachments, and whether the email is linked to a CRM record.
Reading Emails
View email content and manage your messages.
Click an email in the list to open it in the preview pane. The full email body is rendered with original formatting, including images, links, and HTML content. Unread emails are displayed with bold text in the list and are automatically marked as read when opened. You can manually toggle the read/unread status by right-clicking the email or using the toolbar actions.
Email Threading and Conversations
View entire email conversations in a single thread.
Related emails are automatically grouped into conversation threads based on subject line and message headers. When you open a threaded email, all messages in the conversation are displayed in chronological order within the preview pane. Each message in the thread shows the sender, timestamp, and full body. You can expand or collapse individual messages within the thread to focus on the most relevant parts of the conversation.
Filtering Emails
Narrow down your inbox to find specific emails quickly.
Available Filters
- Read / Unread — Toggle to show only unread emails, only read emails, or all emails.
- Contact — Filter emails by a specific contact or company. Start typing a name to search.
- Date range — Show emails from a specific time period such as today, this week, this month, or a custom range.
- Has attachments — Filter to show only emails that include file attachments.
- Linked / Unlinked — Show only emails that are linked to CRM records, or only those that are not yet linked.
Search Within Emails
Find specific emails using the inbox search bar.
The search bar at the top of the inbox searches across email subjects, body text, sender names, and email addresses. Results update as you type, filtering the email list to show only matching messages. Search results are highlighted in the preview pane when you open a matching email.
Linking Emails to CRM Entities
Associate emails with companies, people, and opportunities for a complete communication history.
Linking an email to a CRM record creates a reference on that record's activity timeline. This builds a comprehensive interaction history that your entire team can access. The CRM automatically suggests links based on the sender and recipient email addresses, matching them to known contacts.
How to Link an Email
- Open the email in the preview pane and click the Link button in the toolbar.
- Search for and select the company, person, or opportunity you want to link the email to.
- The email will now appear in the activity timeline of the linked record.
- You can link a single email to multiple records (e.g., both a company and a person).
Email Status Indicators
Visual cues that show the state of each email.
- Unread dot — A blue dot appears next to emails that have not been opened yet.
- Attachment icon — A paperclip icon indicates the email contains file attachments.
- Link icon — A chain link icon shows that the email is associated with one or more CRM records.
- Replied indicator — An arrow icon indicates you have sent a reply to this email.
- Tracked badge — A small badge appears on tracked emails showing whether the recipient has opened the email or clicked any links.