Reading and sending mail inside DealJourney

Once your mailbox is connected, the E-post tab is that mailbox, with your CRM beside it. The Inställningar tab next to it is where the connection itself is managed: Connect Outlook or Microsoft 365.

Folders are the ones you already have: Inkorg, Skickat, Utkast, Skräppost, Papperskorg, or Alla mappar.

Writing. Skriv for a Nytt meddelande, or Svara and Vidarebefordra on a message.

⟦Mallar⟧ inserts a saved template with the customer's details already filled in — Börja skriva eller välj en mall för att se förhandsvisningen… See Create an email template.

The point of reading mail here is that the message and the record are in the same place: you reply with their deal, their open tickets and their last five conversations visible, instead of switching windows and guessing. Mail sent from here lands on the customer's timeline, so the next person sees it.

Mail sent from your normal mail client does not appear unless the sync picks it up. If a colleague says "I emailed them last week" and the timeline is empty, that is usually why: Emails are not appearing on records.

Bringing history in. Importera Gmail-trådar — Sök och importera e-posttrådar från ditt Gmail-konto — Sök trådar, select, and Importera {{count}} tråd(ar). Worth doing once for your important accounts when you first connect, so their history does not start on the day you signed up.

Tidying up. Tick the box on the left of any message, or the box at the top of the list to take the whole page, then use the bin icon and confirm with Ta bort från DealJourney.

This is a DealJourney-side clean-up and nothing more. The message is left exactly where it is in Outlook or Gmail, so a mail you clear here is still in your real mailbox and still findable there. It stops showing in the E-post tab and on the email tabs of customers, contacts and deals, and it stays gone: the next sync will not bring it back. Deleting is per person, so clearing your own view does not change what a colleague sees, and mail in a shared mailbox is cleared for everyone who uses it. There is no undo inside DealJourney, but since the original is untouched you can always pull it back in with Importera {{count}} tråd(ar).

Removing one email from a single record. The Email tab on a customer, contact, lead or deal has its own bin on the right of each message, and tick boxes on the left if you want several at once. That one is narrower than the inbox bin: it takes the message off that record, and again touches nothing in Outlook. What happens next depends on where the message came from. One you imported keeps its copy in the inbox, so you can bring it back with Importera {{count}} tråd(ar). One that was sent or logged from DealJourney only ever existed on that record, so removing it there removes it for good.

Personal or shared mailbox is a decision made at connection time: Anslut ditt eget Gmail- eller Outlook-konto or Anslut en delad teaminkorg. A shared support address belongs in tickets rather than here: Set up the support desk.