Log Email Conversations Manually

If you’re using Microsoft 365 add-in or Digital Sales, the emails you send or receive are automatically saved as conversations. You can find them in the Interactions History subtab of your Fusion CX sales application.

In addition to the conversations that are automatically saved, you can also manually log emails.

Manually logged emails aren’t threaded into conversations. They are saved as messages.

Here's how you log an email manually:

1. Navigate to an object details page such as an account, contact, opportunity, or lead.
2. Scroll down and click the Interactions History subtab.
   Note: You can see the Interactions History subtab only if administrator has enabled it for the object pages.

   On the Interactions History subtab, you see the conversations that were manually-logged by your team or shared from the add-in.

3. Click Log an Email.
4. In the Email window, select the date when the email was sent and type of interaction.
5. Enter email address of the recipients in the To and CC fields.
6. Enter the subject of the email, and the account, contact, lead, and opportunity associated with the recipient.
7. Click Save.
8. Click Save and Close on the object page.