Once you've signed up for Zoho TeamInbox, the application's on-boarding will help you quickly get started with it.
As soon as you onboard, you begin with setting up your organization. Enter the name of your organization in the prompt. This will create for you a workspace that'll hold all the teams and inboxes you create and the people you add as members.
Note that whoever sets up the organization will be the organization admin. There can be only one org admin but you can add any number of org moderators, who will have almost similar permissions.
After you've set up your organization, invite people to work in it. Enter their email addresses and click
. An invitation email is sent to the invited users from which they will be able to join your organization.
You will now be taken into your workspace. Here you can start by creating your first team.
Create teams and put specific group of people and inboxes related to them under one team. These are separate spaces for each team in your organization.
To create a team
Create inboxes for your communication channels and forward all your incoming messages to these inboxes. You can create multiple inboxes under each team.
To create an inbox
After you've added and verified your inboxes, you will start receiving your messages in Zoho TeamInbox. You can reply to all the messages right from here and also do the following:
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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