Conversations

The Conversations tab is our shared inbox for emails coming and going from crm@calitp.org and hello@calitp.org. Anyone with access to Conversations can respond to inquiries using these emails, and the email will come from the same sender, “Cal-ITP” no matter who responds.

How the shared inbox works: While the inbox is shared, your view of your inbox is personal, meaning, if you read messages, they won’t show up as unread in the inbox of other team members. This includes when you send an email from the inbox: the sender will say “Cal-ITP” and will show up as a new message in other team members’ inboxes while yours would be read and sent. Conversations are a separate process from email logging, where emails can be sent/recorded from your personal email.

• Training Guide: Send an Email using Conversations Tab
• Training Doc: Close and Reopen Conversations
• Training Doc: Add a Comment to a Conversation Chain
• Training Guide: Associate a Conversation
• Training Guide: Connect a New Inbox Channel