How to delegate an email from your inbox?Last Updated: December 18, 2019
How to share an email from your inbox?
Use the Gmelius Share button on the top-right, adjacent to Gmelius' "Board" button. Select the user name on your email sharing drop-down list, and the conversation will automatically sync into the user's inbox.
As simple as that - no bcc, cc or forwards.
You can also share a conversation directly from the inbox list view.
Once a conversation has been shared by you, your teammates will receive an alert to let them know that you shared with them a conversation.
The conversation will appear in their inbox along with a grey person icon as seen below.
How to share and assign an email:
Once the conversation has been shared following the steps above, you can further assign it to a user.
1. Directly with the email delegation button:
Click again the tickbox of the user you want to whom you want to assign the conversation. The box will turn Blue.
2. By Using the Ticketing Widget:
Open your Gmelius sidebar, and use the Ticketing Widget and assign the conversation to a user from the drop-down list. You will see only users, with whom you have shared already the conversation with.