Zoho TeamInbox is a shared inbox tool giving teams a transparent, collaborative workspace. Zoho TeamInbox supports multiple communication channels, allowing users to manage all incoming messages and collaborate seamlessly with their teams, all under a single roof.

Getting Started with Zoho TeamInbox

Once inboxes are created for teams of your organization in Zoho TeamInbox, you will start receiving messages here. Users can compose and send replies, comment on threads, and follow or snooze threads based on their workflow.

Composing and Sending Emails

Composing and sending emails in Zoho TeamInbox is simple and straightforward like any other emailing service. You can attach files, insert signatures, templates, and use various formatting options to customize your email conversations.

Composing New Emails

Compose a new email with ease using the rich text formatting options available, and send replies quickly.

Share Drafts

As you write your email, it will be automatically saved as a draft until you send it. Share this draft with your teammates for their review and suggestions.

Managing Incoming Messages

Team collaboration is the most important aspect, especially when it comes to managing threads in shared inboxes. Work together with your team members to assign, follow, or archive threads to ensure that they are handled efficiently. This not only saves time but also helps to keep your inbox organized.

Assigning a Thread

When a new message is received the person in charge will be assigned to this thread.This ensures that no message is ignored and will also help everyone in the team knowing who is working on what.

Following a Thread

Follow a thread if you want to be notified about the activities happening over it, like thread assignments, comments made, etc.

Snoozing a Thread

Hide a specific thread from your inbox by snoozing it for a set time period, after which it will reappear in your inbox.

Archiving a Thread

Archive a thread after you are done with your conversations; you can easily access it in the future if needed.

Adding Comments

Use comments to discuss messages internally without forwarding them to your team members.

Discussions

Internal discussions let you discuss topics with your team, assign, follow, archive, and snooze them. You can @mention, involve team members, exchange files, use emojis, and perform additional actions.

Contacts

Manage common contacts for a team in one place, which can be accessed by all team members. You can add unlimited contacts along with their details in Zoho TeamInbox.

Personal Inboxes

Personal Inbox is your private space where you manage all your personal conversations. Personal inboxes manage your personal emails, right inside Zoho TeamInbox. It is private to you, however, you can share specific emails with your team.

Creating Personal Inboxes

Create your personal inbox and manage all your conversations from a single interface.

Setting Up Email Signatures

Create signature templates for your personal inbox and attach the relevant signature while composing an email.

Setting Up Personal Response Templates

Response templates is a time-saving feature that allows you to pre-compose and save email templates, avoiding the need to write the same content repeatedly when responding to emails. This helps bring consistency to your messages.

Setting Up Personal Rules for Automation

Rules automate repetitive actions by defining a specific workflow and then automating it. Instead of manually performing the same actions repeatedly, create rules to execute them automatically.

Setting Up Personal Tags

Tags let you organize your threads based on topics. Create personal tags and apply them to threads to access information with much ease.

Personal Settings

Tailor the look of your Zoho TeamInbox UI to make it convenient for your usage by applying the necessary personal settings.

Personal Channels

Personal communication channels are for your personal inboxes. Manage and create personal email channel from your personal settings.

Snooze

Snooze a lower priority thread to hide it from your inbox temporarily. Customize your snooze preferences by selecting preferred date and time until which the thread will be snoozed.

General settings

Customize the Zoho TeamInbox user interface to your preferences. You can Customize appearance, fonts, languages, and many more options in general settings.

Notification Preferences

Ensure your notification preferences are set to keep you updated on all activities in your organization. You can choose to be notified via email, mobile, and Zoho Cliq.

Integrations

Zoho TeamInbox account can be integrated with external applications to efficiently manage your workflow without leaving your inboxes.

Integration with Zapier

Zapier is an automation software that allows you to connect different web applications with each other to transfer information across them. Connect your Zoho TeamInbox account with Zapier, set up your own Zap to build a new workflow, and automate the connection between two apps easily.

Integration with Zoho CRM

Zoho CRM is your one solution for all your sales activities. Zoho TeamInbox's integration with Zoho CRM allows you to view emails associated with a particular contact or lead directly within Zoho CRM.

Extensions - Using eWidgets

Zoho TeamInbox seamlessly integrates with various other productivity applications , these we call eWidgets. You can view, access information, and perform actions on those applications directly from your inbox.

Thread Views

Your threads are organized into various views in Zoho TeamInbox for easier management. These different views can be found in the left pane of your Zoho TeamInbox account.

Customize Sidebar

Organize and customize your sidebar according to your needs and preferences, making it even more efficient and effective to manage your shared inbox in Zoho TeamInbox.

Custom Views

Custom views provide you the option to save your favorite combination of filters in a single view, making it easier to sort your messages.

Search

Zoho TeamInbox offers advanced search features that make it easy to find relevant information across different teams and inbox entities.

Mobile Access

Zoho TeamInbox mobile application is available both on iOS and Android devices.