Mail

Shared mailboxes

A mailbox like support@ or sales@ can be shared with the whole team. Everything below appears only where two or more people can reply from a mailbox.

Who can do what

The person who manages a mailbox shares it under Settings → Mailboxes → Access:

LevelWhat it allows
ReadSee the mail and take part in the discussion
WorkAlso reply, move and delete
ManageAlso change the password and share the mailbox

Assigning

Assign an email to yourself or a teammate, or select several in the list and Take it. The email shows who it is assigned to, and the person finds it under Assigned to me, along with a notification.

Assigned to me holds what is still in progress: archive the email and it leaves the list; if the customer writes again, it comes back to the same person.

Discussion

Under every email of a shared mailbox there is a Discussion: notes for the team about what is known and what was promised. Only people with access to the mailbox see them, and they are never sent to the correspondent. Write @name to call a teammate; they get a notification.

Who is replying

When a teammate is writing a reply, everyone else sees "… is writing a reply to this email" under it, so two people do not answer the same customer.