Within Teamwork CRM, you can use the Mail area to connect and interact with your email account.

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When you first access the Mail area, you will see an option to Connect an email account.

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Once you have connected your email account, your emails will automatically be populated in the Mail area. Using the navigation pane on the left, you can switch between your inbox, drafts, and sent emails.

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You can use the checkboxes to the left of each email to select multiple emails. A mail icon will appear at the top of the list allowing you to mark the selected emails as read.

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Advanced filter options are available via the filters button in the top right. You can filter the emails based on whether they are attached to a deal.

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Clicking the settings cog in the top right will redirect you to the Mail Sync area of your site settings where you can manage the linked email account.

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Composing an email

Click the Compose button in the left navigation pane in the Mail area to create a new email.

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In the email composition area, you can add recipients in the To field. As you type, any existing contact matches will appear in a dropdown.

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For more information, see: Composing New Emails