Email

1 Connect your mailbox Sending as yourself, and reading replies back in. Two different servers, and only the first is required. 2 The mail panel Folders down the side, every email in a list you can page through, and ticking several to act… 3 Write an email Compose: who it goes to, which mailbox it comes from, the editor, pictures and tables, your signature, templates… 4 Email from a record, a quotation or an invoice Send email on a lead or customer, and Send on a quotation or invoice, open the same compose… 5 Email many people at once, now or later Tick leads, customers or vendors on their list and send each of them their own email, with their… 6 Drafts Everything you start writing is kept as you type, from the mail panel and from every send window,… 7 Conversations: reply, reply all and forward An email opens as its whole conversation, earlier emails folded away, with Reply, Reply all, Forward and Suggest… 8 Delete, Trash and the recycle bin Deleting is two steps: into your own Trash, then from there into the organisation’s recycle bin, where an… 9 Who reads whose mail Private by default. What each of the three settings does, and what changes the moment you widen it. 10 To reply, Waiting and Snoozed What needs your answer, what of yours waits on somebody else, and what you put aside until later. 11 Inbox tabs and Archive Main, New people, Newsletters and Notifications: how each email is sorted, and how Archive clears your Inbox without… 12 Undo send and Remind me if no reply Take back an email in the seconds after Send, and be told when nobody has answered. 13 Clean up: unsubscribe, block and archive by sender Every sender of newsletters and notifications in one list, and what to do about each of them in… 14 Keyboard shortcuts and the command bar Every key the mailbox answers to, and the command bar for everything else. 15 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… 16 Mail trends What came in and went out, how quickly you answer, what waits too long, and who writes most. 17 Mail and the Calendar Book a meeting from an email, and the email side of the briefing before a meeting. 18 Who uses the workspace email Choose who reads what comes in to the workspace address and sends from it: the owner, everyone, or… 19 Leads, deals, tasks, visits and meetings from an email Turn an email into the work it asks for, with a short note from it, linked both ways.