Shared Inbox

19min

FirstSales.io Shared Inbox Documentation

Overview

The Shared Inbox feature in FirstSales.io enables teams to collaboratively manage and respond to email communications in a centralized workspace. This documentation provides comprehensive guidance on using and managing the Shared Inbox functionality.

Prerequisites

  • Active FirstSales.io account
  • Appropriate user permissions
  • Valid email configuration
  • Web browser with internet access

Accessing Shared Inbox

Navigation Path

  1. Log into your FirstSales.io account
  2. Locate the sidebar menu on the left
  3. Click on "Shared Inbox" option (marked with an envelope icon)

Interface Components

Top Navigation Bar

  • Home > Shared Inbox breadcrumb trail for easy navigation
  • Filter dropdown (marked as "All") to sort and filter emails
  • User profile section displaying email and join date

Email List View

The main interface displays emails in a table format with the following columns:

  • Sender Email
  • Email (recipient address)
  • Subject
  • Date
  • Additional Details

Managing Emails

Email List Features

  1. Column Organization
    • Sender Email: Displays the original sender's address
    • Email: Shows the recipient's email address
    • Subject: Presents the email subject line
    • Date: Indicates when the email was received
  2. Sorting and Filtering
    • Use the "All" dropdown menu to apply filters
    • Sort by clicking on column headers
    • Navigate between pages using the pagination controls

Email Actions

  • Select individual emails by clicking on the row
  • View email details in the preview pane
  • Reply to emails directly from the interface
  • Forward emails to team members as needed

Workspace Management

Testing Workspace

  • Indicated by "T" icon
  • Shows number of members (e.g., "1 members")
  • Access workspace settings via dropdown menu

User Management

  • View and manage team member access
  • Monitor email assignments
  • Track email response status

Best Practices

Organization

  • Regularly clear resolved emails
  • Use filters to prioritize important communications
  • Assign clear ownership for email responses

Team Collaboration

  • Establish clear response protocols
  • Use internal notes for team communication
  • Set up notification preferences appropriately

Troubleshooting

Common Issues

  1. Email Sync Problems
    • Verify email server settings
    • Check internet connectivity
    • Confirm account permissions
  2. Access Issues
    • Validate user permissions
    • Ensure proper workspace membership
    • Check account status

Support Resources

  • Access Knowledge base via sidebar
  • Contact Support team through dedicated option
  • Schedule demo call for detailed guidance

Security Considerations

  • Regular password updates recommended
  • Enable two-factor authentication if available
  • Log out from shared devices after use
  • Monitor access logs periodically

Additional Features

Related Tools

  • Contacts management
  • Mail Accounts configuration
  • Campaigns creation and tracking
  • Analytics for performance monitoring
  • Billing management
  • Account settings customization

This documentation provides a foundation for effectively using FirstSales.io's Shared Inbox feature. For additional support or specific questions, utilize the Support option in the sidebar menu or schedule a demo call through the booking feature.