Email conversations and composer
Once your mailbox is connected, each contact, company, and deal shows its email conversations, and you can reply or start a new email without leaving the CRM. Use this page to read conversations and write emails.
Before you start, connect a mailbox. See Email and calendar sync.
Read email conversations
Open a contact or company and select the Emails tab. On a deal, open an email from the deal's activity or signals.
Browse Conversations. Threads are grouped into Needs reply, This month, and Earlier.
Use Search conversations… to find a thread.
Select a conversation to read it. Open Message details on a message to see its full sender and recipient information, and download any attachments.
Reply or forward
Open a conversation.
Choose Reply, Reply all, or Forward. The reply is sent from the mailbox shown under Sends from.
Write your message. Use the toolbar to format text and add links, and select Attach to add files.
Keep or clear Include signature.
Send the reply.
You can only reply from a mailbox you connected. If another member's mailbox received the thread, you see Read-only conversation instead of the reply box.
Write a new email
Select Compose on the Emails tab, Email in a record's Activity section, or Send email on a deal.
Choose the From mailbox and add recipients in To, and Cc if needed.
Enter a Subject and your message.
Optionally select Templates to start from a saved template. Helpin fills in the template's variables for the recipient. Choose one recipient before you use a personalized template.
Select Send.
To reuse a message later, select Save template.
Improve your draft with AI
After you write some text, open AI Tools in the composer and choose one of these:
Tool | What it does |
|---|---|
Expand | Adds detail to a short draft. |
Rephrase | Rewrites the draft in different words. |
Fix grammar | Corrects grammar and spelling. |
More friendly | Makes the tone warmer. |
More formal | Makes the tone more formal. |
Review the result before you send it.
Act on a conversation
From an open conversation you can also:
Select Link deal to connect the thread to a deal.
Select Create task to open a project task for the follow-up. You must belong to a team to create tasks.
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