Working with Team Inbox

Team Inbox in Salesmate will be a 100% two way sync for "G Suite" or "Office 365" accounts.But  for accounts of type forwarding,the user will be provided with a unique address for each team inbox configured.It will not be a two way sync i.e any action done on emails in Salesmate will not have any affect on user's inbox in his/her original email system.

Team Inbox in Salesmate consists of the following folders:

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

•  Whenever any respective team inbox is selected,it will show the various mails that can be Open,Unassigned or All.
  • Open: Will show all those emails which are open.
  • Unassigned:Unless and until the 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.
• You can click on the email settings if you wish to configure any changes in your team box as well as you can add a new team box from here.

On opening any particular email,you will have many options on the top whereby you can  follow the conversation,attach goal,assign/unassigned,open/close the email and add tags to the email if required. 

• 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.

 

• 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.
  • The tags can also be assigned color to quickly identify emails inside the box.
  • The tags can be edited or deleted by clicking on them.
  • Whenever a new tag will be added or removed , the following things will be displayed on the timeline:
    • "Tag Added/Removed- {{Tag Name}}              {{Date Time}}"

            

                                  

 

• Follow/Unfollow Email Conversation
  • A user can follow or unfollow the email.
  • There is an option on the screen whereby you can follow the particular mail.
  • All the followed  conversations can be viewed inside the folder named Following.

                                                                     

• Mark Email Conversation as Spam
  • Click on the three dots ...
  • Click on Mark as Spam
  • If any email is marked as spam then all emails coming from same user will be auto pushed to SPAM folder.

• Block/Unblock Email Sender
  • To block any email sender click on the three dots ...
  • 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.
  • Go to Email Settings>Blocked Receiver.
  • You can view all the blocked receivers.
  • 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. 

• Mark as Unread
  • You have an option to mark your conversation as unread.
  • Click on the three dots ...
  • Click on Mark as Unread.
  • As soon as you mark your conversation as unread, the number of mails unread in the team inbox increases.

• Print Conversation
  • To print the conversation ,click on three dots ...
  • Click on Print Conversation.
  • Using this you can print your respective conversation.

• Close/Reopen an email conversation
  • To close a conversation click on the tick.
  • Conversation closed successfully will appear.
  • The closed conversations will appear in the Archive folder.
  • The timeline of the particular conversation will be
    • "Conversation closed -{{Username}}  {{date time}} " 
  • When the conversation is reopened ,the timeline will show
    • "Conversation reopened -{{Username}}  {{date time}} " 

• Add note to email conversation
  • Users can post notes for the particular emails/conversations.
  • The users can edit or delete only their notes.
  • The notes appear on the timeline in the following format                                      Note posted by -{{username }}   {{date time}}                                             {{Note content}}
  • If the notes are edited then the format will be as follows                                      Note posted by -{{username }}   {{ * date time}}                                             {{Note content}}                                                                                                Where * means the note was edited after posting.When you hover over the date field, it will show the time when it was last edited.

 

• Reply
  • You can reply to the 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

 

 

 

• Delete a conversation
  • If you want to delete a conversation,click on the Trash button.
  • You can view the mail you deleted in Trash folder.
  • If you wish to recover the deleted mail ,go to the Trash folder , click on the three dots ...
  • Click on Move To Inbox
  • The email will move back to the Inbox.

• Attach Deal
  • You can attach a new deal to an email.
  • Click on + Add New Deal.
  • Fill in the details required to Add a new deal.
  • Click on the save button.
  • 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.
  • Whenever a deal is associated or deassociated the following thing will be visible on the timeline:
    • "Deal Associated/Deassociated -{{Name of the deal}}    {{Date and Time}}"

• Email Listing
  • In Email Listing the user will be able to perform the following actions:
    • Search Email
    • User can perform the following actions on emails
      • Mark Unread
      • Tag
      • Archive
      • Delete
      • Close
      • Mark as Spam
      • Block the sender
      • Assign
      • Follow/Unfollow
    • Filter the records by
      • Open
      • Unassigned
      • All (default)
    • The records can be sorted on the following basis
      • Newest(default)
      • Oldest
      • Oldest unread

• Email Timeline
  • The user will be able to see all the actions performed on that timeline of the email.
  • The following will be viewed on the timeline
    • Emails
    • Conversation Closed
    • Conversation Reopened
    • Note Added
    • Tags Updated
    • Assigned owner to email
    • Attached Deal
    • Detach Deal

 

•  Multiple Selection
  • You have an option of selecting multiple emails and performing the following operations:
    • Mark as Read
    • Mark as Unread
    • Block Receiver
    • Spam
    • Assign
    • Tag
    • Archive
    • Follow 
    • Unfollow
    • Select All