Sometimes you'll receive an email that's relevant to a specific contact, opportunity, or account - even though the sender isn't directly associated with that record. Rather than linking the contact formally (which can clutter your CRM), you can use the Add Email To Item feature to attach that email to the right place.
This keeps all relevant communication together while maintaining clean relationships between your records.
This feature is for adding select emails to another CRM item. If you want all emails from a contact added to an opportunity or an account, add the contact on the Contact card of that opportunity or account record.
How to Add an Email to a Contact, Opportunity, or Account
You start from the record where the email already appears, such as the sender's contact record, and choose the record it belongs with.
Open the contact record that shows the email you'd like to attach.
Hover over the email and click the three-dot icon (⋯) that appears.
Select Add Email To Item from the dropdown.
In the window that appears, select Contact, Opportunity, or Account from the Item Type dropdown.
Select the specific record you want to attach the email to.
To find the email later on the record's Bookmarked tab, leave Bookmark this email for this item? turned on. It's on by default, since emails you're attaching are usually important.
Click Add Email to Item to finish.
Where to Find the Added Email
Once you've attached the email, navigate to the record you selected (for example, the opportunity).
You'll see the email appear in the timeline at the point it was originally received, not when it was attached.
The email displays an "Email Added To Item" badge to indicate it was manually associated.
How to Find Bookmarked Emails
If you left the bookmark option on, the email is also saved to the record's Bookmarked tab, so high-value communications stay easy to find as your timeline grows.
Open the record you added the email to.
Click the Bookmarked tab next to Activity.
Automatic Thread Linking
If the contact who sent that email later replies within the same email thread, those follow-up emails are also automatically added to the same CRM item.
Ongoing communication stays tied to the right record without additional steps.
Video Walkthrough
Use the timestamps below to jump to specific sections:
0:00 - When to add an email to another record
0:52 - How to add an email to a contact, opportunity, or account
3:20 - Where to find the added email
4:37 - How to find bookmarked emails
5:01 - Automatic thread linking