Hello, I’m seeking guidance on the procedure for adding a past email to a contact or lead. I would greatly appreciate assistance with this process. Thank you in advance.
Hey Hazel!
At this time, it’s not possible to retroactively include email threads into an Update or item from before you set up the email integration or Emails & Activities app.
You would have to add them manually, unfortunately.
My apologies for the frustration this causes Let us know if there is anything we can help with or if you have any other questions!
So how would you add an email thread to a contact “manually”?