How to match an unmatched email?

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Keeping your unmatched folder empty is essential to keeping your outreach organized. If you’re curious as to why a particular email is in your unmatched folder, see: Why is this email in my Unmatched Folder?


To match an email to an opportunity, you must first click on the message and then on the right there will be a table for you to match up the details including Project, Campaign, Opportunity, and Contact. If this is a new opportunity, you can click “Create New Opportunity”.

In some cases, Pitchbox will try to match the project, campaign, and opportunity for you via our “Use Suggestions” feature.

 

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