To include the unassigned email in a customer timeline you will need to assign the email to that specific customer.

Actions board ➡️ To-Do List ➡️ Unassigned customer communications ➡️ Select Email ➡️ Type in Customer ➡️ Click Assign

Detailed guide:

  1. To assign your emails go into your actions board

  2. Select your to-do-list tab – you should see the unassigned emails highlighted just under your tab selections

  3. Click on view & assign

  4. This will bring up the list of all unassigned emails

  5. Select an email this will open up the email in preview – there is a bar on the top where you can type in the customer name & click assign



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