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Unified Email Messages

Easily manage emails across tenants, vendors, and leads with smart filters and assignment icons. Access all messages in one place.

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Written by Bill Cheng

Access and Manage the Inbox

  1. Click Inbox in the sidebar.

  2. Review messages from all supported entity types in the unified view.

  3. Messages that are not automatically matched to an entity are marked with a unique icon.

  4. Use the entity dropdown to assign an unmatched message to the correct tenant, vendor, company, or lead.

  5. Filter messages by company or user as needed.

  6. Use the Unread, Unassigned, and Read views to stay organized.

Configure User and Company Email Addresses

  1. Go to Settings > Users.

  2. Open the dropdown next to the user you want to update and click Edit.

  3. Review the user's email alias and domain. Together, they make up the email address the user sends messages from.

Admins can also send emails from the main company email address. Go to Settings > Company Information to review the company's email alias and domain.

Create Incoming Email Notifications

  1. Go to Settings > Automatic Actions.

  2. Click New Automatic Action.

  3. Select When receiving an email as the trigger, then click Continue.

  4. Set any conditions for the notification and click Continue.

  5. For the notification type, select Users involved in the trigger to notify only users connected to the incoming email.

  6. Click Save.

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