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The Sent folder

Sent lists all outbound email from the CRM — replies and new emails, matched and unmatched — newest first. It is the only place an email to someone who is not a contact is visible.

A row whose recipient is not a contact shows an amber Not linked to a contact badge and a one-click Add as contact: a New Contact dialog opens prefilled with a name derived from the address, runs the duplicate check, then creates the contact and attaches the email. The badge clears on success.

Matching is by exact email address. If a recipient is in the CRM under a different address, the row stays “Not linked” — add the second address to their record, or link it here.

  • To (searchable) and Sent by — the second is how a manager looks across the team.
  • Rows with attachments show download chips.
  • Right-click a row for Open contact, Add as contact, New email, Copy email, and Copy link.

Read Only users can read Sent but not compose.