If you wish to see all of your communication history in one place (calls, events, meetings, and even copies of emails you've sent or received) we have a solution for you! 

The Teamgate system will allow you to attach copies of sent and received emails in the leads, companies, people and deals cards. 

Note: The emails are sent not from the Teamgate system, but from your usual email source (Gmail, Outlook and other).

1. How do emails attach to the system? What needs to be done in order to attach email copies to Teamgate?

The system is based on several conditions: 

1.1. Enter the email address of the client to Teamgate CRM. When sending an email to the recipient, his/her email address must be in Teamgate system (i.e., in lead, company or people card);

1.2. Send email from the email address you use to login to Teamgate. If you are sending emails from another email - add this email address as the additional email address. 

1.3. Adjust your email program settings. Set-up automatic email forwarding (for incoming emails) and BCC/CC (for outgoing emails) within your email settings. (See the section 2 of this article). 

1.4. Teamgate do not attach emails sent between the Teamgate users. 

1.5. If the email has files attached to it- it will be saved within the system as well.

Note: Files (attachments) added to the email - attaches as well. The size of the attachments should be up to 50 MB. Inline images smaller than 25 KB do not attach. 

2. How do email copies attaches to Leads, People, Companies, Deals cards? 

The information where the particular email is attached in the system is visible on top of the email. 

By default - emails attaches by the logic explained below:

Leads - all email communication with the leads will attach in the lead card only.

People - communication history with a People will appear in:

Companies - communication history with a Company will appear in:

Deals - all the emails sent to the buyer's email address will attach to the deal card as well. If the buyer has several active deals associated with him- the emails will not attach to deal card. In such instance, emails may be sent/forwarded to the email address that is located in the deal card.
The default logic of how emails attach to the deal cards may be change in the settings. There you may choose if you wish to attach emails to all active deals, to the newest deal or do not attach emails at all.

3. How to adjust the setting in email program?

First, you need to copy your Teamgate account email forwarding address by following these steps:

Click on the icon located on the top right > click My Profile > Integrations > Email integration:

1. In order to attach incoming emails- ask the person maintaining your email server to add a Teamgate forwarding address to each user's email so that your incoming emails are automatically attached to the lead/company/contact card. 

2. In order to attach emails that you send - ask the person maintaining your email server to add a Teamgate forwarding address to each user's email so that your sent emails are automatically attached to the lead/company/contact card. 

4. What if email copies do not attach?

Here are a few things to keep in mind:

1. Please confirm whether the address added to CC is correct.

2. Determine whether you are sending an email from the same email address you log in with on your Teamgate account. If you are sending email from additional email account add this email to your profile as the additional email address. My profile > additional emails > save. 

3. Is the client‘s email address in the system? Is it correct?

4. If you are searching for an email copy of the company card, check to determine whether there is a copy in the contact card.