
{"id":4287,"date":"2017-07-20T16:24:02","date_gmt":"2017-07-20T14:24:02","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=4287"},"modified":"2020-07-29T16:36:42","modified_gmt":"2020-07-29T14:36:42","slug":"how-to-archive-emails","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-to-archive-emails\/","title":{"rendered":"How to archive emails"},"content":{"rendered":"<p>If you are emailing with your customers\/leads and the emails contain important information, archive them to the relevant opportunity <a href=\"..\/what-is-an-opportunity-card-good-for\/\">cards<\/a>. Later you can find the emails and other useful data in one place so you will know what has been talked about and what was the result.<\/p>\n<h3>1.) On opportunity card click the <em>Archive<\/em> button.<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30066\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy.jpg\" alt=\"\" width=\"1675\" height=\"939\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy.jpg 1675w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy-300x168.jpg 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy-1024x574.jpg 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy-768x431.jpg 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy-1536x861.jpg 1536w\" sizes=\"auto, (max-width: 1675px) 100vw, 1675px\" \/><\/a><\/h3>\n<h3>2.) Copy the long email address that is displayed.<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/emailAdress.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30069\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/emailAdress.jpg\" alt=\"\" width=\"918\" height=\"567\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/emailAdress.jpg 918w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/emailAdress-300x185.jpg 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/emailAdress-768x474.jpg 768w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/a><\/h3>\n<h3>3.) Forward the email from your inbox to the archive email address.<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-30072\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy.jpg\" alt=\"\" width=\"1674\" height=\"978\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy.jpg 1674w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy-300x175.jpg 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy-1024x598.jpg 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy-768x449.jpg 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/outlook-copy-1536x897.jpg 1536w\" sizes=\"auto, (max-width: 1674px) 100vw, 1674px\" \/><\/a><\/h3>\n<h3>4.) Reload the opportunity card and you can see the archived email immediately.<\/h3>\n<p>Click on the subject of the email to read the email.<\/p>\n<p>If many emails are exchanged, it is recommended to wait and archive the last email so the whole conversation will be linked together and all information will be more transparent in the <a href=\"..\/history-on-cards\/\">history<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you are emailing with your customers\/leads and the emails contain important information, archive them to the relevant opportunity cards. Later you can find the emails and other useful data in one place so you will know what has been talked about and what was the result. 1.) On opportunity card click the Archive button. [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[407],"tags":[432,464],"class_list":["post-4287","post","type-post","status-publish","format-standard","hentry","category-more-customer-management","tag-email-sending-en","tag-project-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to archive emails - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"If you are emailing with your customers\/leads and the emails contain important information, archive them to the relevant opportunity cards. Later you can\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/how-to-archive-emails\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to archive emails - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"If you are emailing with your customers\/leads and the emails contain important information, archive them to the relevant opportunity cards. Later you can\" \/>\n<meta property=\"og:url\" content=\"https:\/\/helpdev.minicrm.io\/help\/how-to-archive-emails\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2017-07-20T14:24:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-07-29T14:36:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/07\/ArchiveButton-copy.jpg\" \/>\n<meta name=\"author\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/\"},\"author\":{\"name\":\"L\u00edvia F\u00fcl\u00f6p\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"headline\":\"How to archive emails\",\"datePublished\":\"2017-07-20T14:24:02+00:00\",\"dateModified\":\"2020-07-29T14:36:42+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/\"},\"wordCount\":134,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/07\\\/ArchiveButton-copy.jpg\",\"keywords\":[\"email-sending-en\",\"project-en\"],\"articleSection\":[\"More Customer management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/\",\"url\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/\",\"name\":\"How to archive emails - Documenta\u021bie MiniCRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-archive-emails\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/07\\\/ArchiveButton-copy.jpg\",\"datePublished\":\"2017-07-20T14:24:02+00:00\",\"dateModified\":\"2020-07-29T14:36:42+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"description\":\"If you are emailing with your customers\\\/leads and the emails contain important information, archive them to the relevant opportunity cards. 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