Switching to Gmelius
Create a shared inbox
Convert a Google Group into a shared inbox
Manage emails in your shared inbox
Manage users of a shared inbox
Send emails and automatically reply from a shared email address
Remove emails from your shared inbox
Rename or delete your shared inbox
Create and use tags
How to: Setup a G Suite email alias
How to: Change the workflow of a shared inbox and view shared conversations in the inbox
How to: Prevent sharing conversations from a particular email address
Create and work with Gmail shared labels
Managing your shared labels
What is the difference between a shared inbox and a shared label?
Notes & Mentions
Create a new meeting
How To: Schedule meetings from your inbox
How To: Share and edit meetings
How To: Connect your Zoom account to Gmelius Meetings
Create a sequence
Enroll contacts in a sequence
Unenroll a contact from a sequence
Share a sequence
Edit an active sequence
Pause a sequence during the weekend
Unthread emails in a sequence
Workflow Rules & SLAs
Create and edit campaigns
How many emails can I send each day with campaigns?
What is the difference between a single-stage and a multi-stage campaign?
Add an unsubscribe link to a campaign
How to: Set up a campaign with SMTP
CRM Integration (Bcc rules)
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
Why do I get an open notification when checking my sent emails?
Email tracking is not working
What are the possible reasons behind a large number of opens on my tracked emails?
Test email tracking
What is the difference between snooze and follow-up?
How to customize snooze and follow-up behavior?
Snooze and Conversation View mode OFF
Shared conversation links
FAQs & Troubleshooting
What happens at the end of my trial?
How to contact support
How to use Gmelius shortcuts
Do you have an affiliate program?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
Gmelius is not visible in Gmail
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
How to know if my issue is related to a conflict or not?
Legal & Policies
Add and manage users
Roles and permissions
Groups and sub-teams
Transfer your Gmelius subscription
How to cancel your subscription
How to uninstall Gmelius
Permanently delete your Gmelius account
What is the difference between my legacy plan and the current ones?
Feature Deprecation Process & Policies
Prevent forwarded emails from being shared
Understanding your invoice
How To: Update my billing details
How to: Get an invoice with my company details
Accepted forms of payment
Do you offer any discounts or coupons?
Table of Contents
Updated by Gmelius
Whenever you open an email, you will notice a widget on the right-hand side of your conversation, where you can add notes to the email thread. You can use notes to add context to any conversation. This information will not be shared with the recipient.
To SAVE A NOTE, either click on the red plus button or use the keyboard shortcut:
Crtl + Enter
Collaboration in real-time with shared notes
How to share a note
- To share a note or mention a team member, type “@” followed by the name of the person you wish to share it with. Confirm by selecting the name from the autocomplete list. This person will receive a sidebar notification and/or a push notification, depending on their notification settings.
- Write your note and click on the plus button to save.
Shared notes for shared inboxes and labels
You can use shared notes on emails to communicate with other users of the shared mailbox or label.
Direct a shared note to a user
You can do a @mention, e.g., @John Maverick on a shared conversation to direct a shared note at any user.
The user to whom a shared note is directed at, will receive a notification.
@group: To direct the shared note to a group, type in the an @group mention e.g., @Sales
View note previews in the email list
In your inbox view, you’ll notice that email threads with notes attached include a blue note icon before the subject line. You can preview notes by hovering over the icon.
Search in notes
Notes are searchable using the regular Gmail search function.
- Tap on the 'Search mail' tab on the top of the Gmail.
- Enter the keyword or any sentence related to the note that you want to search.
- Click on the entry from the displayed list that best matches your criteria.