All Collections
ClickPoint LeadManager Screen
How To
Never Miss an Email with Email Conversations
Never Miss an Email with Email Conversations

All of your email correspondence, linked to your leads.

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a week ago

Stay up to date with your emails by viewing your email conversation history.

Note: To take full advantage of this feature, make sure you enable email syncing to either your Microsoft 365 or Google Workspace account! Click below to learn more!

Navigate to Email Conversations

Go to email conversations by selecting a lead, and under Email within the toolbar, select View Email Conversation.

You can also navigate to your email conversations within the Email tab after opening your lead. Simply select View Conversation.

Easily Reply via the Email Conversation Page

To reply to a lead, simply select Reply in the upper right-hand corner of the screen.

Did this answer your question?