Email History

How to use this page

1. 1

   Select the client

   Pick the client in the top-right switcher. Every email shown belongs to that deal's campaigns. The header stat band updates to show Emails in view, Recipients reached, and the Auto-Cadence / Post-Call split.

2. 2

   Set the date range

   Use the Start and End date pickers to choose the window. It defaults to today. The page reloads the matching sends when you change either date; if you set Start later than End, the range is swapped automatically.

3. 3

   Filter and search

   Narrow the list with the All Campaigns and All Users (SDR) dropdowns, or type in the search box to match a contact, company, recipient or sender address, or subject. The summary line shows how many of the total emails are currently in view.

4. 4

   Read the table

   Each row shows Contact, Company, To, From, Subject, a body Preview, Type (Auto-Cadence or Post-Call), the cadence Step, Campaign, SDR, and Sent time. Click any sortable column header to sort, and click again to flip the direction.

5. 5

   Open the full email

   Click a row to open the complete email in a viewer, including the full body and headers, without leaving the page.

6. 6

   Export what you see

   Click Export CSV to download the currently filtered and sorted emails as a spreadsheet. Only the rows in view are exported.

What the buttons do

Start / End date

Sets the date window for which sent emails are shown. Defaults to today.

All Campaigns

Filters the list to a single campaign.

All Users

Filters the list to one SDR's sends.

Search

Matches contact, company, to/from address, or subject. The X clears it.

Column header

Sorts by that column; click again to reverse the order.

Clear filters

Resets search, campaign, and SDR filters back to the full list.

Export CSV

Downloads the filtered emails as a CSV. Disabled when nothing is in view.

Common questions