Pulling the last 200 conversations.
Client email addressed to any connected mailbox shows up here, including the ones your teammates were CC'd on.
The invite goes out from your own mailbox through Brandflow. Contacts that bounced or left the company are skipped.
When a client opens their Hub for the first time, everyone with the Team Inbox open gets a banner. If nobody sends a welcome in time, this one goes automatically (only once, even with several of you online).
Brandflow can only touch mailboxes in the Staff Mailboxes group, and Microsoft does not allow that membership to be changed from an app — so this one step runs in PowerShell. Paste the address, copy, run.
Appended to every reply you send from here. The easiest way: open a new message in Outlook so your signature appears, select all of it, copy, and paste it below. Links and images come with it — any image is uploaded automatically so it loads in your client's email.
A tag groups conversations that belong together — SAGE alerts, artwork approvals, a particular client. Tags appear as filters at the top of the inbox. Add words below and mail is tagged automatically as it arrives; you can also tag a conversation by hand from its header.
Goes out as a real email from — it lands in your Outlook Sent Items, the client sees you, and replies come back to you. The conversation shows up here in Clients and counts in the Sales CRM.
Goes out as a real email from your own address, so it lands in their Outlook as usual — and the conversation appears in Team for everyone on it. For a new client email, start in Outlook.
Two replies twenty minutes apart is how a client ends up with two different ship dates.