You can manually search for a record where you want to attach an email to.
Step 1: Click Search for records.
Step 2: Choose from the dropdown list one of the supported record types you want to search for and enter the search criteria (company, name, invoice number, etc.), and hit enter.
Choose the record you want to search for (1)
Type in the search criteria and hit enter (2)
Decide if you want to include attachments (3)
Check off the record(s) to attach it to (4)
Hit Save Email (5) to sync only once
💡Note: You can NOT start Autopilot from this view (yet. It is coming soon). If you want to use Autopilot but manually search for a record, we suggest the following:
Step 1: Click Suggest Related Records.
Step 2: Choose if you want to use To/From/CC or Updates to this thread.
Step 3: Click Search and Add Records.
Step 4: Choose the record type and enter in the details to search. Check off the record or records you want to save the email to.
Step 5: Click Done.
Step 6: Click Start Autopilot.
