Share customer conversations with your team – new email visibility options

Update: Since this announcement, we’ve also added Global Visibility options for email.

Every day, sales teams track more and more conversations with Mailman. Email templates with merge tags and read notifications give sales teams a significant edge on the competition. However, these conversations are only visible to the sales person who sends or receives the email – not to the entire team. For larger teams, this is a huge problem. To help solve this, we’re introducing powerful new email visibility options so you can automatically share conversations with your team. Previously, this could only be accomplished by manually converting each email to a note, not a fun experience.

The all new Mailman visibility options allow you to share conversations with anyone else on your team who can also see that Lead, Contact or Deal. These share options can be found at the top of the activity feed. From any Lead, Contact or Deal, just select which conversations should be shared with the rest of the team. These new email sharing options are just a few of many Mailman experiences to make you a more productive sales person. Subscribe to the Base blog to stay updated on all the new features as they are released.

Update: Since this announcement, we’ve also added Global Visibility options for email.