Client Hub is a sync with your email system's inbox to help you easily manage client email.
Our email integration is not designed to replace your primary inbox, but to take actions in Client Hub for emails related to your clients, such as:
* Add the email to an Internal Workspace for your team to access and always have as reference (this is automatically done if the email is from a client user in that workspace)
* Pin emails as a reminder to respond -- and tag someone in the firm for that pin
* Create a Job from the email and assign it to yourself or a member of your team (the Job contains a link to the email thread)
We also sync some key actions back to your email service:
* When you Mark as Done in Client Hub, the item is archived in Gmail / Outlook
* When you Move to Trash in Client Hub, the items is deleted in Gmail / Outlook
Note: At this point, some actions are not fully synced from outside Client Hub. When you mark items as archived outside Client Hub, they may not archive automatically in Client Hub. Also, managing non-client-related items in your email system is easier, since it has all email features that Client Hub is not designed to solve, such as bulk action capability.