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Is it possible to add a colour to emails depending on what stage of the sales pipeline the email/enquiry is at.

  • 2 replies
  • 3 have this problem
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  • Last reply by KenWCMG

KenWCMG
KenWCMG
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I was wondering whether it was possible to add a colour/tag to each email depending on what stage of the sales pipeline an email conversation was it (i.e. enquiry/replied to/invoice sent/paid etc.). If it could be automatic (i.e. not replied to is one colour, replied to another) that would be even better, although I suspect that this is a big ask.

I was wondering whether it was possible to add a colour/tag to each email depending on what stage of the sales pipeline an email conversation was it (i.e. enquiry/replied to/invoice sent/paid etc.). If it could be automatic (i.e. not replied to is one colour, replied to another) that would be even better, although I suspect that this is a big ask.

Chosen solution

Tags can be applied manually or automatically as an action in a filter, and the tags themselves can be defined with various names and colours.

One of the filter criteria is Status, so a filter can sort according to Status + is/isn't + Replied. Filters can be applied to incoming or sent messages.

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All Replies (2)

sfhowes
sfhowes
  • Top 10 Contributor
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Chosen Solution

Tags can be applied manually or automatically as an action in a filter, and the tags themselves can be defined with various names and colours.

One of the filter criteria is Status, so a filter can sort according to Status + is/isn't + Replied. Filters can be applied to incoming or sent messages.

KenWCMG
KenWCMG Question owner
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Brilliant, many thanks for your helpful reply.