Book a meeting
Book a meeting on a conversation opens the Calendar’s new meeting with the sender as a guest, the subject as the title, and their lead or customer attached when they have one. Choose the time and save: the invitation goes from your own connected mailbox, with a calendar file.
The briefing before a meeting
Fifteen minutes before a meeting about a lead, customer or deal, the briefing now also says where the email stands, as you may read it: “their email of 12 Oct has no reply yet”, or “your email of 14 Oct has no answer yet”.
Attachments on the record
The files that came with, or went with, the emails filed on a lead, customer, vendor or deal are listed in that record’s Files under From emails, each with the email it belongs to. Everybody who may read that mail sees them there. They are not copied onto the record, so they use your storage once, and they go only when their email is deleted.
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.