Once your mailbox is connected, you write emails right on the lead. This page covers the composer, replying from the timeline, attachments and drafts.
Contents
- Writing an email
- Replying from the timeline
- Attachments
- Drafts and minimizing
- Emails on the timeline
- When incoming emails appear
Writing an email
Open a lead and click Email. The composer opens with the lead's address in the To field; below it you see which address the email will be sent from.
- Fill in Subject and Message as usual. You can format the message: bold, italic, underline, lists, links and font sizes.
- Cc and Bcc reveal additional recipient fields - separate multiple addresses with commas.
- Send delivers the email through your mailbox. It then appears as an entry on the lead's timeline and sits in the sent folder of your mailbox - called "Sent Items" in Outlook and "Sent" in Gmail.
Replying from the timeline
Email entries on the timeline show a reply arrow on hover (Reply). It opens the composer in reply mode:
- The subject is prefilled with "Re:" and the recipient is the other side of the original email.
- For the recipient, your answer stays in the same email thread - just as if you had replied straight from your mailbox.
- The previous conversation is automatically included below your reply, with both providers. The recipient sees your text and the quoted thread underneath it - the way they know it from their own mail client.
Attachments
Use Attach to add files. Two limits apply:
- All attachments of one email may total at most 20 MB.
- Executable files are blocked for security reasons - for example .exe, .bat, .js or .msi. Documents, images, PDFs and archives like .zip work fine.
Drafts and minimizing
The composer does not have to be finished in one go:
- Minimize shrinks it to a bar at the bottom of the screen - you can keep navigating through inDeal and reopen it anytime.
- What you have written is saved automatically as a draft - even if you close the composer.
- An existing draft is marked with a small dot on the Email button (Draft available). Next time you open it, everything is back.
- Discard deletes the draft, including uploaded attachments, for good.
Emails on the timeline
Email entries on the timeline show at a glance what happened:
- An arrow shows the direction: incoming or outgoing, along with "From" or "To" and the other side's address.
- The subject is the entry's title.
- If several messages belong to one conversation, a counter shows how many (for example "3 messages"). Collapsed, you see the latest message; Show more expands the whole thread.
- Attachments appear as clickable chips - expanded, they are grouped per message with direction and date.
When incoming emails appear
inDeal checks your mailbox for new messages every two minutes. A reply from your lead therefore shows up on the timeline within a few minutes of arriving - provided the sender's address belongs to an existing lead.