Get a glimpse of how you can power your data-driven sales while improving sales efficiency. Join our weekly demo webinar, Wednesday's 1:00PM EST ►

Can I File Emails to Multiple Contacts?

To file an email to two records, simply file the email as usual using Quickfile or the A icon, then file it to the second record.

Alternatively, you can file the email to the first record, and the open the Blue File Email icon from the top bar in the task pane and search for a second location to file the email using the File Again button at the bottom.