You can manually search for a record where you want to attach an email to.

👀 Watch this Gif or follow the steps below:

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)

  • Save options

    • Hit Save Email (5) to sync only once

    • Toggle Turn on Autopilot (6) and click Save Email with Autopilot for automatic email sync

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