How can I manage emails in Projects?
Projects help teams continue the work that begins in a deal. When a deal is linked to a project, email conversations remain available to support project delivery.
You can use AI to quickly understand the deal context, then review and continue customer conversations directly from the project.
Get up to speed with AI
When a deal is linked to a project, you can generate an AI-powered deal handover brief.
The brief summarizes important information from the deal, including customer email conversations, helping project stakeholders quickly understand previous discussions, requirements and next steps.
Review and manage customer conversations
If you need more detail than the AI brief provides, you can review the original email conversations directly from the project’s emails tab.
This helps you understand customer requirements, review commitments made during the sales process and check previous decisions and timelines.
With email sync enabled, you can compose and send emails directly from the same tab.
Emails sent from the project appear alongside previous conversations, helping you keep customer interactions in one place throughout project delivery.
If you have existing conversations that are part of the project but aren’t appearing in the project detail view, you can manually link them to the project.
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