Assigning emails in a Shared Inbox

Assigning emails is a great way to provide your team with a clear view of who is working on each email.

In a few quick steps, you can manually assign emails to your colleagues. Before you start, make sure that you have an email open in your shared inbox.

  1. At the top of the email, you'll see a grey 'Assign' button. Click on it.

  2. A dropdown list of names will appear. Choose the person you want to assign the email to.

  3. Once you've selected a name it will appear above the email. This will be visible to all members of the shared inbox.

  4. The person who has been assigned an email will also receive a notification to let them know they've been assigned.

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