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Email Section: Overview

In this article, you will learn the overview for Email Section.

Written by David Arteaga

1. Click on 'Email'

Find it under 'Daily Operations'

Click on 'Email'

2. This Will Be Your Inbox

This is your main view for managing incoming email communications

This Will Be Your Inbox

3. Make Sure to Have 'Reply Routing On' Enabled

You can always enable this option from your email settings from company settings

Make Sure to Have 'Reply Routing On' Enabled

4. Use the 'Compose' Button to Start a Brand New Email

Use the 'Compose' Button to Start a Brand New Email

5. Use the Search Bar to Find Messages by Contact, Subject, or Message Content.

Use the Search Bar to Find Messages by Contact, Subject, or Message Content.

6. Use the Salespeople Filter

Use the Salespeople Filter

7. Use the Status Filter

Use the Status Filter

8. Use the category filters to sort messages by type

  • Inbound — incoming replies from contacts

  • All — all email messages regardless of type

  • Drip Replies — replies triggered by drip sequences

  • Proposals — emails related to proposal sends

  • Invoices — emails related to invoice sends

  • Change Orders — emails related to change order sends

  • General — general email communications

Use the category filters to sort messages by type

9. If No Conversation Is Selected This Will Show on Your End

If No Conversation Is Selected This Will Show on Your End

10. You'll See This Once an Email Conversation Is Opened

You'll See This Once an Email Conversation Is Opened

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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