Save qualifying email attachments to shared team folder
Save qualifying email attachments to shared team folder
Your partner emails with attachments stay in inbox labels and delay access to cross-sell documents. Save attachments to a shared folder so account teams can retrieve materials same day.
Overview
Inbound partner emails often contain attachments that sit in inboxes, forcing agents to search for collateral or repeatedly ask IT for files. Centralizing those attachments into shared storage turns scattered inbox content into an accessible resource so account teams can find materials and act the same day.