1. Using Sales in the Redwood User Experience
  2. Review Email Responses

Review Email Responses

When a recipient of your email replies, the reply gets automatically routed to the email thread where you started the conversation and you get notified using Notifications (bell icon) on the toolbar at the top of the page.

  1. You can check the activity stream for replies or open the record and email thread from the notification:

    1. Click the Notifications (bell) icon if you see a number indicating the number of unopened notifications.

    2. Click on the notification with the subject line of your email to open the record and thread.

If your organization has implemented the integration with Microsoft Exchange, then you can also view and reply to emails from Microsoft Office 365, Outlook, or another client application as you would normally. Provided you initiated your email conversation from within Digital Sales, your email exchange with contacts, including attachments, is available in both Digital Sales and in your email application.