While viewing an email, add it to a new or existing box to share it with your team and organize it in your pipelines.

  1. Click the orange plus button at the top of the email

  2. Add just this thread or all emails with your contact or organization. Adding all emails will turn on automatic email sharing to include past and future emails with that person or company.

  3. Add to an existing box by selecting a suggested box or searching for a box in the sidebar.

  4. -or- Add to a new box by clicking a pipeline icon under “Create new box in”

Did this answer your question?