Use Turtini mail from the Turtini browser: clips, attachments, and Drive

The Turtini desktop browser opens your mail in the profile you are using, so each profile reads and sends from its own mailbox.

Log a page or a selection to the CRM:
1. Select text on any page, right-click, and choose Log to Account or Create Task.
2. A short form opens with the page title, its address, and your selection.
3. For Log to Account, search for the account or contact and press Add note. For Create Task, pick the account, adjust the task name and due date, and press Create task. The task is assigned to you.

The selection is saved exactly as text. Creating a task needs an editor role in the organization; any member can add a note.

Email a page: choose Email This Page. The draft opens with a preview card of the page, which you can remove before sending.

Attachments without the file picker:
- When an attachment you downloaded from a Turtini mail tab finishes, its download offers Edit in Turtini (PDFs) and Save to Drive. Edit in Turtini adds the PDF to your organization's Documents and opens the page editor; Save to Drive adds the file to your personal Files.
- The hand-off lasts 10 minutes, works once, and is limited to 25 MB. If it expires, start it again from the download.
- To attach something already in Turtini, press From Drive in the composer and pick an image or PDF.