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You can save emails in your inbox to Litify and assign them to certain objects.
How to Save an Email to Litify
- Log in to Outlook.
- Navigate to an email.
- Open Inbox.
- Select Save.
- Search for a record to link the email to. This can be a party, a matter, an intake, etc. In this example I've linked it to the Salesforce user, Lawrence.
- Enable/Disable attachment inclusion. In this example, the attachment is merely an email signature and does not need to be saved.
- Save. Once saved, the email is marked with a green saved message.