Viewing a client's email history
View all emails sent to and from a client's contacts without leaving Prospo. Email history appears directly on the client record when your Microsoft 365 account is connected.
Microsoft 365 must be connected to your organisation before email history is available. See Connecting your Microsoft 365 account.
View email for a specific client
- Open the client's profile
- Click Email in the client navigation
- All emails to and from that client's linked contacts appear in the left panel
- Click any email to open it in the right panel - replies are nested in chronological order
View your full inbox
Go to Email in the main sidebar to open your full Outlook inbox within Prospo. Your inbox is divided into five folders:
- Inbox - received emails
- Sent - emails you've sent
- Drafts - unsaved drafts
- Flagged - emails you've starred
- Deleted - emails moved to trash
Click any folder in the left panel to switch views. Unread counts appear as badges on each folder.
Reading an email
Click any email to open it. The detail panel shows:
- The sender and all recipients
- The full email body with inline images
- Attachments listed below the body - click to download or preview
- Reply, Reply All, and Forward buttons in the action bar
Unread emails have a blue left border and bold text in the list. Opening an email marks it as read.
Searching emails
Use the search bar at the top of the email list to search across subject, body, and sender. Results update as you type.
Flagging emails
Click the Flag icon on any email to mark it for follow-up. Flagged emails appear in the Flagged folder and show a yellow flag in the list.