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Shared mail: give it to a colleague, and team notes

Where mail is shared, hand a conversation to a colleague, leave notes for the team, and see who is already replying.

When your business shares mail (Settings › Email, Everyone or Chosen people), the people who read the shared mail are the team. The workspace’s own mailbox, such as info@, is the case this is for. A business that keeps mail private has no team inbox.

Give it to a colleague

Give to on a conversation hands it to anybody on the team. It appears in their Assigned to me, on their bell and on their phone. Give it back, or to somebody else, the same way. Marking it Done takes it off your Assigned to me.

Team notes

Team notes under the conversation are for the team only: what was said on the phone, who should answer, what price to quote. They are never sent to the customer, and everybody who reads the shared mail sees them, with who wrote each and when.

Somebody is already replying

While you write a reply to a shared conversation, the others who open it see Priya is replying at the top. It disappears when you send or close the reply.

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