Working with Team Inbox Follow

Team Inbox in Salesmate consists of the following folders:

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

• Whenever a team inbox is selected, it will show the emails that can be:- Open, Unassigned, or All.
  • Open: This 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
  • More
  • Followers
  • Assign/Unassign Users
  • Follow/Unfollow
  • Attach Deal
  • Reply
  • Note
  • Multiple Selection

Open/Close an Email Conversation

• To close a particular conversation click on the ☑ Close icon.

• To view your Closed conversations, you can view them in the Archive folder.
• If you wish to reopen the conversation, then click on the ☑ Reopen 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 clicking on the particular tag.

More

You can perform the below-listed operations by clicking on the More option.

• Trash
• Mark as Spam
• Mark as Unread
• Block Sender
• Print
• Copy Email Link

Delete a Conversation

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

• You can view the mail you deleted in the Trash folder.
• If you wish to recover the deleted mail select then
  • Click on Trash Folder.
  • Click on the email that you want to recover.
  • Click on More
  • Click on the Move To Inbox option.
  • The email will move back to the Inbox.

Mark Email Conversations as Spam

• Click on More
• Click on Mark as Spam.

• If any email is marked as spam, All emails coming from the same user will be auto-pushed to the Spam folder.
• If you wish to recover the spammed email then follow the below steps:
  • Click on the email which you want to recover in the Spam folder.
  • Click on More
  • Click on Move To Inbox

Mark as Unread

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

Block/Unblock Email Sender

• Click on More.
• 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 for confirmation before you block the sender.

• To view the blocked receivers, follow the below steps:
  • Click on Email Settings
  • Click on 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 More.
• Click on Print
• Using this you can print your respective conversation.

Copy Email Link

• Click on More
• Click on Copy Email Link.
• You can copy a direct link to this email by clicking this button, then you can paste the link and share it with your users so that they can access the email directly.

Followers

• You can select the users who should be following a particular email conversation.
• Click on the Followers icon as shown in the screenshot.
• Select the users who should be following the email conversation.

Assign Email Conversation to the 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 workspace.

Follow/Unfollow Email Conversation

• A user can follow or unfollow the email by toggling the follow button.
• All the following 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

Add a note to the Email Conversation

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

Multiple Selection

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