To make team collaboration seamless, an additional email can be connected to each team inbox. When an email is connected to a team inbox, all emails to that email address will be pulled into the team inbox, whether connected to a contact in Follow Up Boss or not.
How to Connect Your Email
1. First, create a Team Inbox
Note: Only admin users have the ability to create and edit team inboxes.
2. To connect an email to a team inbox, go to Inbox > Manage > Edit Inbox
3. Click Sign in with Google or Office 365
Note: This needs to be a new email that's not already connected to a user account.
4. Personalize how the connected email displays as the sender by adding a Reply From name or selecting to Personalise with Agent Name.
FAQs
Why does it keep trying to connect but fail?
This happens when you're trying to connect an email that is already connected to a user account within your Follow Up Boss team.
How do I connect an email to my user account?
Follow this guide for instructions on how to connect a Gmail/Office 365 email address.