Streamlining customer inquiries with Email-In approvals

Streamlining customer inquiries with Email-In approvals

Greetings!
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Email-In has transformed the way Bigin users manage customer inquiries by seamlessly converting emails into pipeline records. By creating email aliases for your Bigin pipelines, any email sent to these aliases is automatically turned into a new record—eliminating the need for manual data entry. Plus, you can respond to these emails directly from your record details pages. To learn more about Email-In, please refer to this help document.

To refine this process further, we're introducing Email-In approvals—a smarter way to manage incoming emails.

Why is this important?

  • Prevent clutter: Ensure only relevant emails are converted into records.
  • Maintain data quality: Filter out spam, duplicates, and unrelated emails from your CRM.
  • Stay focused: Maintain a clean pipeline populated with real opportunities.
For example, if your sales team receives an unrelated email and a customer request for a demo, you can approve the demo request while filtering out the spam email. This way, your pipeline remains organized and focused on meaningful engagements.

Enabling Email-In approvals

You can activate Email-In approvals when creating a new email alias or by editing an existing one and selecting the Send for Approval checkbox.

After enabling Email-In approvals, all incoming emails eligible for conversion into records will be organized based on their corresponding email aliases. To review and manage them, click the Approval icon in the top-right corner and choose Email-In.

All Email-In records that need approval will be shown in the Approvals screen. To view the full details, simply click on the email. You can hover over an email to approve or delete it.
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Additionally, you can reassign records if needed, which you can also do in bulk.
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Once you approve emails in the Approvals section, they will be converted into records and added to their respective pipelines.
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To learn more about this feature, please refer to this help document.
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That's all for this enhancement. We sincerely hope you find this improvement useful. Please give it a try and leave your feedback in the comments section below. Watch this space for future announcements.
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Thanks and have a good day!


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