What this does
Logs an email exchange as an activity on a contact or deal. This keeps your communication history in one place.
When to use it
Log an email after sending or receiving an important message related to a deal or customer relationship.
Step by step
- Open the contact or deal record
- Click the Log Activity button
- Select Email as the activity type
- Fill in:
- Subject — the email subject line
- Notes — summary of the email content
- Direction — Sent or Received
- Click Save
Tips
- You don't need to log every automated email — focus on meaningful exchanges
- Use email templates for common outreach messages
- Logged emails appear in the activity timeline alongside calls and meetings