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Share your email with colleagues

LiveFor: All staff

Choose whose emails with a client your colleagues can see.

Your mailbox is private. Email sharing puts your conversations with a client’s address on that client’s timeline automatically, so the team sees them.

  1. Open the client, then its Details tab, and find Email Sharing.

    A contact's Details tab with the Email Sharing section, saying whether your email with the contact's address is shared on the timeline, and an Edit link.
    Email Sharing on a contact's Details tab.

  2. Press Edit.

  3. Turn on Share my email communication for the address. If the contact has several addresses, choose each one.

The page lists which colleagues share their email with this contact.