Inbox sync checks help explain why customer email context is missing or delayed.

What this feature is for

• Inbox sync checks help explain why customer email context is missing or delayed.

When to use it

• A customer email is not showing on the record.
• A mailbox connection looks unhealthy or outdated.

Do it manually

1. Open Inbox or mailbox settings.
2. Check connected mailbox status and last sync time.
3. Confirm the sender or recipient email matches the customer record.
4. Reconnect the mailbox if the connection needs attention.
5. Refresh the customer record and avoid duplicating notes until sync is clear.

Ask Faster AI

Troubleshoot why email is missing from this customer record. Check mailbox health, matching email addresses, recent sync, and what I should try before creating manual notes.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of troubleshoot inbox sync.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Connect your inbox to customer records
• Filter the customer timeline