How can I send emails with Projects?
If you have email sync active on your account, you will be able to send emails directly from your projects in the same way you would from your deals or contacts.
To begin, select one of your projects, then navigate to the Emails tab, as shown in the following example:
From there, you can populate the recipient, subject and body of the email just as you would from a deal or contact. You will also have the option to send the email immediately or schedule it for later, as shown in the following screenshot:
And once you have sent your email, it will appear under the Email tab, as well as any other emails within that conversation thread, as shown below:
You can also link emails to your projects by finding an email in your inbox, then selecting the option on the right-side panel to link it:
Can I link an email to a Project using Project specific Bcc?
Yes you can link an email to a Project using Project specific BCC. Another way you can send emails and have them linked to your project is by using the Smart Bcc feature.
Just like deals, each project has a Smart Bcc link specific to them, so you can add this link to the Bcc field of an email you’re sending and link it to your project.
You can find the Project specific Smart Bcc as shown in the example below: