How to Use Email Tagging

Email tagging is a way of organizing all emails relevant to a deal in one easy to access tab.

To see tagged emails, select a deal, and select the ‘Emails’ tab.

All tagged emails will appear here.

buzzflow-email-tagging

To tag a new email, click on the envelope icon on the top of your deal window(see below screenshot), this will copy the deal’s email address to your clipboard.

buzzflow-email-tagging-envelope

In your email, right click + Past the copied address in the ‘To’ field (or CC/BCC depending on your requirement), and hit send.

A copy of this email will now appear in your deal’s ‘emails’ tab. You can also add a note to each email if necessary by clicking the notes bar right below the email box.