The shared inbox brings your customer emails into CRMit so your whole team can see, pick up and act on them in one place. Because you can link each email to the right customer, job or task, nothing gets lost and everyone can see the full history. Here is how to work through it.
From the CRMit menu on the left, open Email and choose Mailbox. This opens your shared inbox with the emails your team has received.
Look through the list of incoming emails. Unread messages stand out so you can see what still needs attention. Because it is shared, everyone on your team sees the same inbox.
Select an email to open it and read the full message and any earlier replies in the thread.
Connect the email to the record it relates to:
Reply to the customer straight from the message, or take whatever action it needs, such as raising a quote, creating a job or adding a task.
Once the email is handled, mark it as done. That keeps the inbox tidy and lets your team see at a glance what is still outstanding.
Tip: Linking emails to jobs keeps the whole conversation in one place, so anyone opening the job can see exactly what was said and agreed.
Once you are on top of your inbox, connect the rest of your conversations and keep every customer's history complete.
Book a quick demo and we will show you how to bring your emails, calls and messages together in CRMit.