Where do I Find My Synced Emails with Contacts and Customers?

Updated on July 18, 2017 12:30am by Admin

Its necessary to view the emails address associated with your leads, contacts and customers.  Whether you are dealing with B2B or B2C customers, you need to keep track of all the emails you have to send to them as well as received from them. 

Therefore, its wise to sync the email address with the respective customer as well as contact records. Go through the following steps to understand better.

Once you’ve setup the IMAP configuration, follow these steps to find your exchanged emails between customers and contacts.

  1. Login and click on "Emails" link from the left navigation panel.
    email
  2. You can view the list of emails with "Associated with" details.
    emails with associated
  3. Select the particular contact's mail address from the "Accounts" drop down as shown in below image
    contact mail address
  4. You can see list of emails for that particular contact. For instance: Mark Jordan contact's mail id
    emails
  5. Click on "More details" (...) icon of the corresponding Email which you want to view
    emails
  6. Click on associated contact/customer, you can view contacts dashboard
    select associated contact
  7. You can also view the email from the associated customer or contact’s by "email" tab, as shown in the image below:
    mail under contacts

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