Connecting Email Account & Email Logging

TradeIt allows exporters to connect their email account and communicate with buyers directly from the platform.

Once your email account is connected, you can send and receive emails through Mailbox, while all communication is automatically recorded inside the buyer profile.

This helps exporters keep a complete history of buyer interactions and manage outreach activities more efficiently.

Before sending emails from TradeIt, you must connect your email account.

1️⃣ Go to Mailbox

2️⃣ Enter your email address

3️⃣ Click Connect Email

4️⃣ Complete the authentication process

Once the connection is completed, your email account will appear in the connected account list.

You will then be able to send and receive emails directly from TradeIt.

After connecting your email account, you can send emails directly from the Mailbox.

1️⃣ Open Mailbox

2️⃣ Click Compose

3️⃣ Select the recipients

Recipients can be selected from buyers stored in Sales Note.

4️⃣ Write your message

You can include:

5️⃣ Click Send

The email will be sent through your connected email account.

TradeIt automatically records email communications with buyers.

Whenever you send or receive an email, the message is automatically linked to the corresponding buyer.

This ensures that all communication history is preserved within the platform.

All emails associated with a buyer can be viewed inside the buyer profile.

1️⃣ Click the Mail Timeline tab from the buyer in Sales Note

2️⃣ Review the list of emails sent or received

The Mail Timeline shows:

This allows exporters to easily track the communication history with each buyer.

An exporter sends a product proposal to a potential buyer.

The email will automatically appear in the buyer’s Mail Timeline, allowing the exporter to later review:

This helps exporters manage follow-ups and maintain consistent communication.

Export sales communication often spans multiple emails over a long period.

By automatically recording emails, TradeIt helps exporters:

Email logging ensures that all buyer communications remain organized inside the CRM.

Email account integration depends on your subscription plan.

Email integration becomes available starting from the Plus plan.

Users on the Free plan cannot connect email accounts.