Gmail File Email

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Revision as of 16:58, 26 June 2026 by Sagecrmw (talk | contribs)
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Clicking the File Email button above the context


When you file an email against an opportunity an Activity record is created and marked against the opportunity and any linked Account and/or Contact.

Labels will be automatically added to the emails that have been filed (the labels are fully customizable)


Email Saved Flag : Emails that have already been Filed/Saved to Sage will have this Green email icon as a flag