How Email Integration Works

1. Get your forwarding address: Copy your unique email address shown above.

2. Forward or BCC emails: When emailing clients, either BCC your forwarding address or forward important emails to it.

3. Assign to projects: Imported emails appear below and can be assigned to specific clients and projects for organization.

4. Track communication: All client emails are stored and linked to projects for easy reference and billing.

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Assign Email