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.



How to Archive Sent Emails?

There are two ways to archive Sent Emails:  


1. Quick Add to SugarCRM - Selecting this option will quickly archive emails to Contacts and Accounts related to the email.





2. Save to SugarCRM - This option allows you to manually select on which entry you want the email 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.