Our updated Inbox feature streamlines communication with your clients. You can easily create new client profiles from an email address, go directly to a client's record through the inbox, and view all communications with a specific client directly in their record.
Create a client from an email
Hover on the client's email address.
Select create a new client.
Select the user you would like to create as a new client
Fill in the necessary information for a new client
Select create.
Link a client to an email
If your client emails you and you haven't saved their email yet, you can link their email by following these steps:
Hover on the client's email address.
Select link to an existing client.
Choose the client's name.
Click add to existing.
Link a secondary email to a client
If your client emails you with a different email, you can link their email by following these steps:
Navigate to the inbox.
Copy the email address from the sender of the received email.
Navigate to the client's record where you want to save the email address.
Go to the Personal tab.
Select + New field.
Select the email field and label it 'secondary email.'
Click Save field.
Select Edit in the personal tab.
Paste the email address into the secondary email address field.
Select Save.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.