How to Forward Emails from Conversations in HighLevel

A high-ticket client emails your support desk with a complex technical issue and attaches three critical screenshots. Your support rep realizes they need an external vendor or a specialized developer to look at the problem. Instead of a clean handoff, the rep takes screenshots of the client’s email, downloads the attachments, and pastes everything into a messy Slack thread or a completely different Gmail window.

The external vendor replies to the messy Gmail thread. Meanwhile, the client follows up directly in the CRM. You now have two disconnected conversations happening in two completely different places. Context is completely lost, the client is frustrated by the delay, and your agency looks disorganized.

You should never have to leave your CRM just to loop in an external partner. HighLevel just released manual Email Forwarding directly inside the Conversations inbox. You can now forward any inbound email—complete with its original attachments and formatting—to outside vendors, partners, or teammates without ever breaking your single source of truth. Let us lock down your communication flow.

Ready to streamline this? Here is exactly how to do it in 60 seconds:

Part 1: Locate the Inbound Message

Stop jumping between tabs to share information.

1. Navigate to Conversations inside HighLevel and open the specific thread that contains the inbound email you want to share.

Part 2: Initiate the Forward

You can forward specific messages without sending the entire history of the contact.

1. Hover over the specific message and click on the Kebab icon (the three vertical dots).
2. Locate and select the Forward action from the overflow menu.

Part 3: Configure Your Recipients and Context

Give your external partner the exact context they need to solve the problem.

1. In the Forward composer, add your recipient’s email address in the To field. You can also utilize CC/BCC if multiple external partners need visibility.
2. Review the Subject line (which the system automatically prefixes with “Fwd:”) and type a quick note in the message body so your recipient knows exactly what action to take.

Part 4: Review Attachments and Send

Ensure the technical details transfer perfectly.

1. Confirm that any important attachments or inline images from the original email are present in the composer.
2. Click Send. The forwarded message instantly posts to your conversation timeline, keeping a permanent, auditable record right next to the client’s original email.

Keeping all forwarded communication centralized inside the CRM eliminates context switching and ensures your team never drops the ball on a complex client issue.

Frequently Asked Questions

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