The Email Log is the message history area for direct CRM communication. Use it to confirm what was sent, when it was sent, who sent it, and whether follow-up should happen from the same thread or from a new message.
The Email Log is where reps and admins verify direct-message history before sending another follow-up or assuming nobody has contacted the account yet.
What the Email Log is for
Checking whether a rep or admin already contacted a customer or lead
Reviewing message details before sending another follow-up
Tracing which template, sender, or related record was used
Reducing duplicate outreach caused by missing visibility
How to use it well
Open CRM → Email Log.
Search by contact, email address, subject, or related record.
Open the message detail when you need the full body, sender, and related CRM context.
Use the log to decide whether the next step is a reply, a new outreach message, or a task/reminder.
Best practices
Check the Email Log before sending a manual follow-up on important accounts.
Treat it as historical evidence, not as a substitute for tasks and reminders.
Use related records and clear subjects so message history stays searchable.
Common mistakes
Assuming no one reached out just because the customer did not reply.
Using the Email Log as a task queue instead of logging next-step work properly.
Ignoring the related record context and sending the same update from multiple places.
