How to Match an Unmatched Email?
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.