Veloxity Inbox only shows emails related to the Lead and Contact email addresses recorded in Veloxity CRM.
If the email is not recorded in a Lead or a Contact record, then the email will not be synced.
When you enter a new Contact Record or a new Lead Record, you also enter an email address. That email address is used to sync related emails to Veloxity CRM.
Emails sent prior to the contact being in the CRM were not captured.
There will be times when you need to sync emails from the past.
This is useful for emails sent before the contact was recorded in Veloxity CRM.
- Click the overflow menu on the Inbox toolbar.
- Select Refresh Inbox Including History.
- The dialogue lets you know that this refresh will not duplicate emails, but it may bring previously deleted emails back into the system.
- Click Yes.
- Veloxity Inbox will update to sync past emails from newly added Leads and Contacts.
Figure 1. Syncing Past Email.