Managing Emails

All emails can be found in the Email app, you can get there using the icon in the sidebar, or by clicking the email icon at the top of your screen. 

If you have connected several email accounts, you can quickly switch between them using the tabs above the emails list. The first tab will show emails from all available inboxes. 

Use the button on the right to switch between incoming or outgoing messages. Your Inbox shows all of the emails that you’ve received from your contacts, the Sent folder is your outbox.

By default, the latest emails are listed first, but you can change the display order using Date column.

In the list of emails, set one or more filters to group emails or to quickly find a specific message. You can filter emails by folder, date, link to an opportunity, contacts and tags. 

You can learn more about filters here.

If there is a specific email that you are looking for, you can use the search bar.

To edit data columns displayed in the email list, use the gear icon in the top right corner.

Click the sync button to fetch new emails.

The top-right 3-dot menu opens a dropdown with additional settings for your email account.

Blocked Addresses 

When you block a sender, messages they send you will automatically go to your Spam folder.

To add a new address, click the Block Email button and specify each new address in a separate line.

You can also add a contact to the Blocked Addresses by clicking on the block icon next to the email address in your message.

Contacts

This tab displays email contacts and associated CRM accounts. Use this tab to edit the email contact, relate it to another CRM account or block it. You will see the renamed email contact when creating a new email and searching for a contact to send it to.

Account Settings

In the settings of an email account, you can change the parameters selected when connecting the account:

• signature
• account and sender name
• sync frequency
• enable CRM features (such as creating new contacts and opportunities)
• open and click tracking

Here you can also configure which folders you want to sync with Flowlu. You can also use filters to show emails from specific folders.

You can also set up folder preferences and select a folder of your choice for:

• sent emails
• completed emails
• spam emails
  

Note: whether your emails are displayed correctly in the Outbox depends on selecting the appropriate folders for your sent messages.

Access Management

In Flowlu, you can specify which users can access your emails and set permissions for certain employees, access rights are set up individually for each account connected to the system.

In Access Management tab, select users or user roles and set permissions individually for each employee/role to:

• read emails
• send emails
• edit email account and send emails

Bulk Actions

You can select multiple emails using bulk edit to use the following actions:

• delete
• mark as read or unread
• send to spam

You can select several or all messages at once. In the dropdown menu, select the required action from the list.