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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 that 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 based on 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.

Reopen/Close an Email Conversation

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

Screenshot_2023-01-24_at_3.27.33_PM.png

  • 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 the 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 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.

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 the 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

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