To ensure you never lose track of client communications, you can BCC emails to Productive and assign them to deals, budgets, and invoices. Here’s how to set it up and use it effectively.
Enabling Email Inbox
1) Go to Settings: Navigate to Settings > Sales Settings > Other.
2) Turn on Email Inbox: Enable the Email Inbox toggle.
📌 Once enabled, you’ll find the Inbound emails option under CRM > Inbound emails.
Finding Your Unique Email Address
At the top-right of the Inbound emails screen, you’ll see your unique Productive email address.
Use this address to:
Forward or BCC client emails into Productive.
Collect all messages in the Unassigned emails inbox until you assign them.
Managing Emails
Viewing Emails
Emails appear in the Inbound emails section. They’re automatically linked to existing contacts in Productive. If no match is found, a new contact is created automatically.
To see a person’s emails, open their profile (CRM > Contacts or Resourcing > Employees) and check the Activity > Emails tab.
Filing Emails
Open the dropdown to assign the email to a deal, budget, or invoice. If it’s part of an existing thread, it will be filed automatically to the same record.
Dismissing Emails
Dismissing removes the email from Unassigned emails, but it stays visible in the contact’s profile under Emails.
Deleting Emails
To permanently remove an email, open the three-dot menu and select Delete.
Automatic Filing and Reassignment
Emails in existing threads are automatically filed to the same deal, budget, or invoice. You’ll see a notification showing where the email was filed. If needed, hover in the activity feed and reassign it.
Ensuring Security and Authenticity
To ensure safe delivery, all emails must pass:
SPF (Sender Policy Framework): Verifies the sender is from an authorized mail server.
DKIM (DomainKeys Identified Mail): Ensures the email wasn’t altered in transit.
📌 If SPF or DKIM checks fail, the email will not be forwarded to Productive. Follow your email provider’s instructions to configure these settings.