To forward an email to your Sellsy account, simply transfer it to your Sellsy email address. ( email@example.com )
If you do nothing, the email will land in your general Inbox, accessible from the Emails link at the top of the menu bar:
You can automatically attach the email to a customer record.
For this you have three options:
In these three cases, you will find the email directly attached to the customer record:
If the email has not been attached to a client, it will wait for action in the general inbox:
You must choose which client you want to assign the email to:
You can also delete the email if you don't need it in Sellsy.