Unified Account Inbox

Unified Account Inbox

Learn what the Unified Account Inbox is, how to set it up, and where to access it.

About this course

What You’ll Learn:

  • Value and benefits of having one shared view of account communication
  • Set up emails to sync to the Unified Account Inbox individually, or with an Email Service Account
  • Configure privacy settings for which users’ communication should be visible and which should be private
  • Where to access the Unified Account Inbox, no matter where you are

Who Should Take This Course:

This course is designed for Engagio administrators and Sales users who are looking to gain a deeper understanding of the Unified Account Inbox feature.

 

Time Expectations:

5 short video tutorials and roughly 9 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

Curriculum9 min

  • Intro to the Unified Account Inbox 1 min
  • Individual Email Setup 1 min
  • Bulk Email Setup 1 min
  • Privacy Settings 4 min
  • Accessing the Inbox 1 min
  • Course Complete
  • Tell Us What You Think

About this course

What You’ll Learn:

  • Value and benefits of having one shared view of account communication
  • Set up emails to sync to the Unified Account Inbox individually, or with an Email Service Account
  • Configure privacy settings for which users’ communication should be visible and which should be private
  • Where to access the Unified Account Inbox, no matter where you are

Who Should Take This Course:

This course is designed for Engagio administrators and Sales users who are looking to gain a deeper understanding of the Unified Account Inbox feature.

 

Time Expectations:

5 short video tutorials and roughly 9 mins.

 

Supporting Documentation:

Additional documentation can always be found by visiting our Docs Site. Here are some you may wish to view:

Curriculum9 min

  • Intro to the Unified Account Inbox 1 min
  • Individual Email Setup 1 min
  • Bulk Email Setup 1 min
  • Privacy Settings 4 min
  • Accessing the Inbox 1 min
  • Course Complete
  • Tell Us What You Think