Outgoing Emails


Collabspot allows you to save the emails you're about to send straight from your Gmail to Sugar instance. 




Auto-archive Outgoing Emails

Automatically set ALL outgoing emails to be saved in Sugar.


1. Go to Collabspot options.




2. Set 'Add Outgoing emails to SugarCRM' to YES.






How to Archive Outgoing Emails


There are different ways to archive emails to Sugar:


1. Automatically archive to related contacts or accounts. Archives email to Contacts and Accounts related to the email addresses from the To, CC, and BCC fields.




Note: Ensure that 'Copy to SugarCRM' has a check mark.
 


2. Customize where the email can be archived. Emails can be archived to Contacts, Accounts, Opportunities, and Cases that are not related to the email addresses from the To, CC, and BCC field.




3. Archive per Contact - Automatically places a checkmark on Copy to SugarCRM for the selected Contact only.

 


In the image above, the Copy to SugarCRM button will be automatically checked whenever you send an email to the specific Contact.