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.


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.


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.