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Email Inbox

The Inbox module provides an integrated email experience within Intellicon CRM. Read and manage emails without leaving the platform, and keep your communications linked to the right CRM records.

Email Inbox Overview​

The inbox connects to your existing email accounts (Gmail, Outlook) and displays your messages directly within Intellicon CRM. This integration ensures that all email communication is captured in context alongside your leads, contacts, and opportunities.

Screenshot: Email inbox showing list of emails with sender, subject, and date

Connected Accounts​

The inbox supports connections to:

  • Gmail — via Google OAuth
  • Outlook / Microsoft 365 — via Microsoft OAuth

To connect an account:

  1. Navigate to Inbox or email settings.
  2. Click Connect Account.
  3. Select your email provider (Gmail or Outlook).
  4. Authorize Intellicon CRM to access your email.
  5. Your inbox populates with recent messages.
info

You can connect multiple email accounts. Switch between them using the account selector in the inbox.

Email List​

The main inbox view shows emails in a list format with:

  • Sender name and avatar
  • Subject line
  • Preview text (first line of the message body)
  • Date/time received
  • Star indicator
  • Read/unread status (bold = unread)
  • CRM entity link indicator (if linked to a record)

Filters​

Filter your email list using the tabs at the top:

FilterShows
AllAll emails in your inbox
UnreadOnly unread messages
StarredMessages you have starred
SentEmails you have sent

Reading Emails​

Click an email in the list to open the thread view:

  • The full conversation thread is displayed with all replies
  • Each message shows sender, recipients, date, and body
  • Attachments appear as clickable links or thumbnails below the message
  • Reply and forward buttons appear at the bottom

Screenshot: Email thread view showing conversation with attachments

Searching Emails​

Use the search bar at the top of the inbox to find emails:

  • Search by sender name or email
  • Search by subject line
  • Search by keywords in the message body
  • Results update as you type
tip

Use search to quickly find client communications when preparing for meetings or following up on discussions.

For composing, replying, and linking emails to CRM records, see Composing Emails. For automated email management, see Email Rules.