Relating multiple emails to a project?

How do I relate multiple emails in my Gmail inbox to a project instead of opening each single email and relating it manually?

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  • Hi Klaus,

    Emails would need to be related individually, however, you can also relate a Person record to a Project in Copper, which would sync all email correspondence with that individual to the Project.

     

     

  • I have a similar issue. We have repeat customers where I only want to relate project relevant emails not all emails from a person. For example, the director of facilities may be connected to many projects, and I just need to filter out the emails for one specific project.

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