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Two-way email on deals

Send emails from a deal and see customer replies on the activity timeline automatically.

Two-way email lets you send emails directly from a deal record and automatically capture any replies on the deal's activity timeline — so your whole team can see the conversation without digging through personal inboxes.

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Note: Two-way email requires the admin email cutover to be enabled first. Go to Admin → Settings → Email → Connected Mailboxes to check whether your inbox is connected. If you do not see this option, contact support.

Sending an email from a deal

How to send an email from a deal
  1. 1Open the deal.
  2. 2In the middle column, click Log Email.
  3. 3Click the Compose tab (rather than Log manually).
  4. 4The To field pre-fills with the deal's primary contact. You can add more recipients.
  5. 5Type a Subject line and your message.
  6. 6Click Send. The email is sent from your connected mailbox and immediately logged on the deal's timeline.

How replies appear on the timeline

When the customer replies to your email, the reply is automatically captured and added to the deal's timeline — usually within a few minutes. You do not need to do anything. Everyone on your team who opens this deal will see the reply.

What the customer sees

The customer receives a normal email from your address. They reply normally — they do not know or see that the reply is being logged in CPR.co. Their experience is just a regular email conversation.

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Tip: Use the email compose window on the deal rather than sending from your personal email app. That way the conversation is always attached to the right deal and your colleagues can see it.
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Note: Emails sent outside of CPR.co — for example, from your phone's Mail app — will not appear on the timeline automatically unless your connected mailbox is set up to sync your full Sent folder.

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