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      Sales Inbox

      This article explains how the sales in box is used.

         

        Purpose of sales inbox

        1. It collects all emails that are sent to sales@wingtra.com
        2. sales@wingtra.com is used as our general sales email address. We use it with newsletters and it is on our homepage below the quote form.

        What are we receiving there

        1. A lot of general inquiries, out of office notifications and also spam/irrelevant stuff.
        2. Sometimes partners/reseller reach out there!
        3. Minority is relevant emails

        Inbox Ownership

        1. Stephie is the owner of the sales inbox

        Process incoming

        1. Messages are automatically assigned to the contact owner.
        2. Alternatively: Sales inbox owner assigns message owner and use @mention to comment
        3. Answer within the sales inbox or take care in your own inbox.
        4. Mark as closed when no more action required or when the owner is taking care in personal inbox.
        5. For the answer of a lead you will be notified in your gmail account. Make sure you see and check on notifications.
        6. Downside: you can't forward the email within the sales inbox.

        Technical changes backend

        1. Basil disconnected sales@wingtra.com from hubspot@wingtra.com (which was our gmail account).
        2. Basil created a google group sales@wingtra.com with alias sales-archive@wingtra.com
        3. Emails are directly forwarded to the sales inbox and to the group via archive address
        4. If Hubspot is down, then the group can be used