Email Dropbox

FLG provides an email dropbox that lets you log emails against leads when they are sent or received outside of FLG. This is useful if you:

• send emails from Outlook or Gmail
• receive an email directly and want it recorded in FLG
• need to log communication that didn't start in the system

You can do this using either:

• a lead-specific dropbox, or
• a main account dropbox

Lead-specific email dropbox

Each lead has its own unique dropbox email address. Emails sent to this address will be logged directly against that lead.

How to find it

• Open the lead record
• Select + More options in the top-right
• Click Email Dropbox
• Copy the email address shown (for example: **************@msvr.net)

How to use it

• Forward an email to the dropbox address, or
• Add it to the Cc or Bcc field when sending a new email

The email will then appear in the lead's activity timeline.

Main account email dropbox

FLG also provides a main dropbox for your account. This is useful if you want to forward or Bcc emails without selecting a specific lead first.

How to find it

• Go to Settings > Configuration > Email Dropbox

How it works

• Forward, Cc or Bcc emails to the main dropbox address
• FLG will assign the email to the most recent lead that matches the contact's email address
• If no matching lead is found, the email will not be saved

Things to be aware of

For emails to be logged successfully:

• The email must be sent from a recognised FLG user email address
• The lead must still exist in FLG

When using the dropbox:

• Emails sent via Cc or Bcc will appear as if they were sent through FLG
• Forwarded emails may appear as sent emails or replies, depending on the original content