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- Construct email to intended recipients
- Include archive address in the To, Cc, or Bcc fields
- For exact email address record matches, an email activity association will be automatically generated on that Lead, Account, or Contact record. For email addresses that match multiple records, the user will be able to choose records to associate the email activity to in the Offline Records module. For email addresses that do not match any records, the user may choose to create a Lead, Account, or Contact within the Offline Records module and automatically associate the email activity.
- The user can also choose to forward the emails once the thread is complete to the configured archiving address. Upon forwarding the service will parse out unique email addresses in the From, To, and Cc header of the most recent email. The service will associate automatically for direct matches, and deliver records with multiple or no matches to the Offline Records module.
[Email Archiving Pt. 1: Getting Started]
[Email Archiving Pt. 2: Making Record Associations]
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