Archive Incoming Emails


For privacy and security reasons, we chose not to provide this feature for Sugar 6, Sugar 7 (Collabspot Classic), Salesforce and Highrise CRM. This will prevent users from accidentally archiving confidential and private emails to their CRM. 


If you want to vote for this feature, you can do it via this link. Please do not forget to write the CRM that you are currently using.




Archive Emails in Bulk


You can now archive multiple emails or in bulk, both for incoming and outgoing using Collabspot Connect. To learn more about archiving/saving emails using Collabspot Connect, please visit this link. This feature is available for both Gmail and Outlook/Office 365.




Archive Sent Emails


Collabspot allows you to archive the emails you already sent straight from Gmail to Sugar. Take note that sent emails must be manually archived to Sugar.


There are two ways to archive Sent Emails:

1. Quick Add to SugarCRM - Quickly archive emails to Contacts and Accounts related to the email.

  


 

2. Save to SugarCRM - This option allows you to 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


3. Wait for the confirmation that email was successfully saved to Sugar.