Where can I view the incoming emails in the record details page?
- Go to Settings and then Email.
- Choose from the most popular email services.
- Enter your Username, Email Address, and Password and click Continue.
- The server details are filled in for you automatically.
- Choose the appropriate email sharing permission:
Private: The conversation with your customer will only be visible to you.
Public: Anyone in your organization can view the conversation. - Click Save.
- Go to the Contacts or Pipelines module and select the required record.
- Click the dropdown on the Email tab of the record details page.
- Choose IMAP Emails.
The incoming emails will be populated here.
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