SALES SUPPORT - SHARED EMAIL GUIDE

SALES SUPPORT - SHARED EMAIL GUIDE

At times we may have sales support staff sharing sales staff inbox to assist and action items directly from that inbox 

This can be efficient and easy as long as we have clear guidelines to avoid confusion 



SET UP 
-Will need tech support ( enerds or ? ) to set up access to the inbox , this is usually required to be done with full send permissions 

--Create sub folder for completed emails to be filed - this way all staff can access later as required

--Create categories and name for the appropriate staff 
these will be updated in time 

 

-- Create the appropriate set up rules ( these will change over time ) that show clearly who should deal with which emails 
this is usually shown as a working doc 

i.e
sales support person action fresh quote requests , once done add notes that is done , email back to ourselves with this extra note and mark category as done 

create guides for how we send quotes on behalf of this account, do we send from support person email address or sales person email address  

---------------------------------
WHEN DOING THIS SHARED EMAIL SYSTEM ALL INVOLVED NEED TO CLEARLY CLARIFY 
-Who is looking for fresh emails 
-Which folder are we moving completed and actioned emails to 

- What is process if trainee is unsure of action to take ? TIP- This should be to email back to yourself and assign to trainer and advise them that they should action , trainer then actions/advises as required and either finish themself /complete or add notes  and  email  back to yourself and add guides for trainee  





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