Reply to Emails

Here's how to reply to an email or follow up to one you sent:

1. When you receive a notification that a contact replied to your email, click the link to open the record where you sent the email.

2. Alternatively, you can search for record yourself or open the record of the contact who sent reply.

3. In the Action Bar (callout 1 in the screenshot), enter Filter and select Filter Email Communication to display only the emails in the list of activities.

   

4. The reply you received is most likely to be in the first email thread in your list. When a reply arrives in a thread, the number in brackets on the subject line increases, the time stamp reflects time the reply was received, and the thread moves to the front of the activities in the time line.(callout 3)

5. Alternatively, you can search for the email thread by one of the keywords in the subject or text. The filters you add display below the Action Bar (callout 2)

6. To view all the emails in the thread, click on the subject line. Each email in the thread shows only the first line of the text. You must click on the subject line or each email if you want to read the full text.

7. To reply to all recipients, click Reply All (callout 5).

8. For the widest range of send options, click Actions (three vertical dots identified by callout 4) and select one of the options:

   • Forward

   • Reply

   • Reply All

9. Compose your email and add any attachments and send. You can't save drafts of the email to send later.