Saving an email directly to an opportunity or project

You can always forward or CC emails to your mailbox to save a copy in Insightly. Using that mailbox, the emails will automatically link to contacts and organizations.

Sometimes, you'll want to link an email to an opportunity or a project, too. You can do this by using a special mailbox listed in those records. This mailbox is specific to each user and each record.

Sending an email to that mailbox will automatically link it to you, the specific record, and to other contacts and organizations with matching addresses in the message header. You can see your special mailbox address under each opportunity and project in the Link Email Address field.

Opp Proj email address

Right-click the clipboard icon to the right of the address to copy it.

If you are forwarding a message you have received, send the message to your opportunity or project mailbox by placing the address in the To: field.

Do not place other addresses in this field or things won't link up correctly! See Using your Insightly mailbox address to save emails for more about the different email fields to use.

If you are sending a message and want to save a copy to Insightly, place the address in the CC field. 

Here's a cool shortcut that some customers like:
Add a contact to your email program's address book with the Insightly mailbox address. Then you won't have to copy-and-paste it each time you need it. Just name it something you can remember, like "Insightly Project - Project Parade" or "Insightly Opp - A Great Opportunity."
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