Saving Email
- ★ The Insightly CRM Email Guide
- Using your Insightly mailbox address to save emails
- Using Gmail with Insightly
- What happens when I save an email message to Insightly?
- Forwarding versus auto-forwarding email messages to Insightly
- Why aren't things linking when I use BCC to save emails?
- Saving an email directly to an opportunity, lead, or project
- Date stamps on saved email
- Using email programs other than Gmail or Outlook with Office 365