Work the shared inbox
Who it’s for: Team members with email access
Where: Sidebar → Inbox
Before you start: Email and at least one usable mailbox are configured; sending requires email-send permission.
- Open Inbox and select All open, Unassigned, Mine, Snoozed or Spam.
- Search mail or filter by mailbox, then open a conversation.
- Review its owner and the records it is filed against. Use Attach to connect the conversation to the appropriate record.
- Check the sending mailbox before writing a reply. Review the recipient and message, then choose Send reply.
- Check the send result and keep the conversation’s ownership and state current.
You’ll know it worked when…
Section titled “You’ll know it worked when…”The conversation shows the intended record links and owner, and the sent reply appears in its history.
Notes & limits
Section titled “Notes & limits”- Compose and reply controls depend on permission and email configuration.
- A draft is not a sent message. If sending fails, review the error before retrying.
- Seeing an Inbox page does not mean an external personal mailbox or calendar is connected.