Parking an Email Interaction Record

  1. Click in the Park email until box to choose a date and time from the date and time picker. (Alternatively, click the +1 HOUR or +1 DAY buttons to quickly populate this box.)
  2. If you wish, you can type notes in the Notes box, which is underneath the Transfer pane.
  3. When you have chosen a date and time, click on the PARK EMAIL button.

Note: If you have composed an email and selected it to be sent On close (including park / transfer), a confirmation box will show asking you to confirm that you wish to send this email.

You cannot park emails if your emails are routed to a supervisor for approval before sending.