Forward incoming client emails to contact or internal team
Forward incoming client emails to contact or internal team
When info emails sit untriaged in your shared inbox, account managers miss context and client follow-ups stall. Route messages to client contacts or an internal queue so staff respond same day.
Overview
Stop letting untriaged shared-inbox messages slow client service; route incoming emails automatically to the right client contact or internal queue. That reduces manual triage and lets account managers respond same day, keeping client work moving.