As and when a new conversation starts, you can assign the thread to the person responsible for it. This ensures that no message is ignored and will also help everyone in the team know who is working on what.
To assign, navigate to the thread and click
Assign
on the top-right corner and enter the name of the assignee in the search bar and select them to assign the thread. You can assign the thread to yourself by clicking
Assign to me
. This thread will now be visible under the assignee's Assigned to me view.
To unassign a thread, click
Assigned to
on the top right corner and click
Unassign.
If you want to be notified about the activities happening over a specific thread like thread assignments, comments made, etc., you can follow it. This way you can stay informed of the most important conversations.
To follow,
If you don't want to receive updates about the thread you are following, you can unfollow by clicking the
Unfollow
button on the top-right corner of the thread. Now this thread will be removed from the Following view.
If you want to hide a specific thread from your inbox for a certain time period, you can snooze it and set a time for when you want it to reappear in your inbox. Snooze less important conversations so to concentrate on the most important ones at hand or snooze a thread to be reminded to follow up later.
To snooze, navigate to the thread and click
Snooze
from the top bar. Select the time after which you want the thread to reappear in your inbox. This thread will be hidden from your inbox and be visible under your Snoozed view until the set time period.
To cancel the snooze time that you've set for a thread, find the thread under the Snoozed view, click
Snoozed
from the top bar and click
Unsnooze
. Now the thread will be removed from the Snoozed view and will reappear in your inbox.
As and when you're done with conversations you can archive the thread, thus eventually attaining inbox zero. This will help you focus on conversations that are still to be responded to.
To archive, navigate to the thread and click
Archive
from the top bar. You can also archive a thread while sending a reply by hitting the
Send and archive
button. When you archive a thread, it will be removed from the Open view of your inbox. You can however find it under the All view.
If you want to reopen an archived thread, find the thread in your inbox under the All view and click
Unarchive
from the top bar.
Use comments to have internal discussions on the messages without forwarding them to your teammates. Just @mention the person you want to include in the conversation, and they will be notified about the comment so they can respond promptly.
Click the
Comment
icon
from the top-right corner. Type into the comment field at the bottom and click the Send icon
to add the comment. You can @mention any member of your workspace, even if they are not a member of the inbox or its team. The conversation will be visible under their Shared with me view.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.