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Work Email (9)
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Work Email
Move emails to the folder
Description – Move work emails to a specific folder of your choice. Use Case – Important emails can be managed by segregating emails into folders.
Edit contact in work email contacts
Description- Changes made to a contact in the work email will be reflected in the contact in contacts module. Refresh the work email once to
Linked Pipeline Cards and Contacts.
Description – Pipeline cards and contacts are now synced under the work email. Use Case – Contacts, and Deal cards are prepopulated to the work
View contacts in work email
Update – The work email module now has the option to view contacts linked to the mails Use case – Easier to view contacts mapped
Folder Selection for work email
You can select the email folders that you want in your work email. To view the enhancement: Navigate to Settings Click on integrations Click
Delete Email from work email
You can now delete/recover emails from your work emails in InsuredMine Trash Folder To view the enhancement: Navigate to work email. Select an email and
Default signature for work email
Agents can now select a signature for tags and/or set them for work email only. So, whenever there will be an email from their end,
Mapping email to existing deal card
Adding an email to a deal card will help you to enhance your communication process. Following these steps, you can map one email conversation with
Work Email 101
In this article, you will learn: Connecting you work email Forward emails from work email Work Email Contacts Sync Add contact option in work email
