Customer emails in the Hub

Account ManagerBusiness Development

Emails to and from a customer are filed on the account automatically from Outlook. Nobody copies them in by hand.

Customer emails in the Hub0:48 · narrated, with captions

Transcript

1. 0:02This workflow shows where customer emails appear in the Hub.
2. 0:06Emails sent to and from a customer are filed on the account automatically. Nobody copies them in by hand.
3. 0:13In the panel on the right, the Mails tab shows only the emails. The badge counts them.
4. 0:19Each email shows the sender, the date and the subject, with the full message underneath.
5. 0:25Scroll down through the conversation. Load More brings in older emails.
6. 0:31Updates, beside Mails, shows notes and changes to the account alongside the emails.
7. 0:36The Outlook button opens the account's mail thread in your mailbox.
8. 0:40That is where customer emails live.

Read the history

1. Open the account.
2. In the panel on the right, select Mails. The badge counts the emails.
3. Each email shows sender, date and subject, with the full message underneath.
4. Scroll for more; Load More brings in older emails.
5. Updates shows notes and changes alongside the emails.
6. Outlook opens the account’s thread in your mailbox.