Log an Email You Sent or Received Outside the Application

Provided you start an email conversation from an account, a contact, or a lead, both outgoing and incoming emails are logged automatically in Activities as a thread. The most recent email appears at the top. If you send the initial email from outside the application, from a personal email account, for example, then the email thread doesn't get automatically logged in Activities. You can still track any outgoing and incoming email in Activities by manually entering it.

Here's how to manually log an email.

1. Display the record where you want to log the email.
2. In the Action Bar, enter Log an Email.
3. In the Log an Email page, enter the required information:
   • Recipients (To, CC, and BCC fields).
   • Subject
4. Enter the email text.
5. Select the date the email was sent or received.
6. In Email Type, specify if you're logging an inbound or outbound email.
7. Add any attachments.
8. Save.

Results:

Each email you log manually appears as a separate entry in Activities. You don't get the threads you have with automatic email logging.