Incoming Emails


Collabspot allows you to archive the emails received straight from Gmail to Sugar. 

Take note that incoming emails must be manually archived to Sugar.




How to Archive Incoming Emails

There are two ways to archive Incoming Emails:


1. Quick Add to SugarCRM - automatically archive emails to related Contacts and Accounts.




2. Save to SugarCRM - Choose where an email will be archived to.





Note: You can choose to relate an email to the following: 

  • A Lead
  • Another Contact
  • Another Account
  • An existing Opportunity
  • An existing Case



For both email archiving feature, wait for the confirmation that email was successfully saved to Sugar.