Working with Team Inbox

Team Inbox in Salesmate consists of the following folders:

• Following
• Outbox
• Trash
• Scheduled
• Spam
• Archive
• Sent

• Whenever a team inbox is selected, it will show the mails that can be Open,Unassigned or All.
  • Open: Will show all those emails which are open.
  • Unassigned:Unless and until any users are assigned to an email, they will be featured in Unassigned.
  • All:This will show all the emails ,irrespective of them being opened/closed , assigned/unassigned.
  • Sorting:The emails can be sorted on the basis of Newest, Oldest or Oldest Unread.

• Click on Email settings if you wish to configure any changes in your Team Inbox or wish to add a new one.

• On opening any particular email, you will have many options on the top whereby you can:
  • Open/Close
  • Tag
  • Trash
  • Mark as Spam
  • Mark as Unread
  • Block Sender
  • Print Conversation
  • Assign/Unassign Users
  • Follow/Unfollow
  • Attach Deal
  • Reply
  • Note
  • Multiple Selection

Open/Close an Email Conversation

• To close a particular conversation click on the Tick icon.

• To view your Closed conversations, you can view them in the Archive folder.
• If you wish to reopen the conversation , you can click back on the Tick icon.

Assign Tag to Email Conversation

• Every conversation in Salesmate Team Inbox can be tagged.

• A user can assign multiple tags to an email as well as search emails using those tags.
• The tags will be auto-assigned based on operations performed in email accounts.
• You can also create your own customized tags along with specific colors to quickly identify the emails inside the box.

• The tags can be edited or deleted by selecting the particular tag.

Delete a Conversation

• If you want to delete a conversation, click on the Trash icon.

• You can view the mail you deleted in Trash folder.
• If you wish to recover the deleted mail select Trash>Click on ...>Move To Inbox
• The email will move back to the Inbox.

Mark Email Conversation as Spam

• Click on ...>Mark as Spam

• If any email is marked as spam , All emails coming from same user will be auto pushed to SPAM folder.
• If you wish to recover the spammed  mail, Click on ... >Move To Inbox

Mark as Unread

• Click on ... >Mark as Unread
• As soon as you mark your conversation as unread, the number of mails unread in the team inbox increases.

Block/Unblock Email Sender

• Click on ... > Block Sender
• If any email is marked as "Blocked Sender" then all the emails coming from that user will not land inside Salesmate.
• Salesmate will simply reject those emails.

• You will be asked with a confirmation before you block the sender.

• To view the blocked receivers ,select Email Settings>Blocked Receiver.
• From the list you can Unblock the senders again.
• On unblocking any sender, the old emails will not be fetched back which have been rejected by Salesmate.
• It will start fetching the new emails only after the unblocking operation is performed.

Print Conversation

• Click on ... > Print Conversation
• Using this you can print your respective conversation.

Assign Email Conversation to User

• Email conversation can be assigned to a user to make sure who is responsible for responding to a particular email.
• You can assign an email to a user who is a part of the Salesmate work space.

Follow/Unfollow Email Conversation

• A user can follow or unfollow the email.

• All the followed conversations can be viewed inside the folder named Following.

Attach Deal

• Click on Attach Deal.
• You can attach an already existing deal to an email.
• If you want to attach a new Deal, Click on + Add New Deal.

• The particular deal will be created and can be viewed on the timeline of the particular email.
• The deals can also be viewed under the Deals module.
• You can also detach the deal from the particular email. 

Reply to the Conversation

• You can reply to a particular conversation by clicking on Reply to this Conversation.
• While replying to a particular conversation you also have the following options:
  
  • Send 
  • Schedule 
  • Remind Me
  • Attach Files

Add note to Email Conversation

• Users can post notes for the particular emails/conversations.
• The users can edit or delete only their notes.
• Inorder to mention the Teammates use "@" for the internal conversation.

Multiple Selection

• You have an option of selecting multiple emails and performing the following operations:
  • Delete
  • Mark as Read
  • Mark as Unread
  • Spam
  • Assign
  • Tag
  • Archive
  • Follow
  • Unfollow
  • Block Sender