Viewing Emails on a contact

The Emails tab keeps your email history with a contact in one place, so anyone on the team can see what's already been sent.

The sent emails list

The tab shows emails sent to this contact, newest first. Each entry displays:

• The subject (or "(No subject)" if left blank).
• A source badge showing how it was sent — Manual, AI Follow-up, or Smart Template.
• A short preview of the body.
• The recipient address and the date and time sent.
• Who sent it.

Click any email to open it and read the full content.

If no emails have been sent yet, you'll see: "No emails have been sent to this contact yet."

Composing an email

1. Open the contact's detail page and go to the Emails tab.
2. Click Compose Email. A panel opens with a compose form.
3. Enter the subject and body (and CC/BCC if needed).
4. Send.

The email is saved to this history and logged in the contact's Activities.

Note: Sending email requires a connected email account. Set this up under Settings → Integrations.