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.

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