How to upload emails to Creatio

1.Click the button in the communication panel.

2.From the menu, select the [Synchronize email] option (Fig. 1).

Fig. 1 Synchronizing email

 

As a result, emails will be downloaded from the synchronized email server folders. Email attachments will be automatically added to the [Files] detail of the [Attachments] tab.

Note

You can set up periodic synchronization of the email account using synchronization setup page.

See also

•How to process emails

•How the fields are populated for downloaded emails

•How to set up a personal mailbox