Attaching email to Sage CRM record

1. Open the relevant record. For more information on how find a record, see Finding information.

2. Select the Communications tab.

3. Do one of the following:

   • Drag an email from the current location to the Drop files here to attach them area.

   • If Email Management is configured, inbound emails are automatically filed against the matching person or company record. For more information, see Filing inbound and outbound emails.

   When you add an email, Sage CRM creates a new task.

4. Complete the Task fields and select Save.