Forwarding customer emails from external email clients to your help desk

Forward external emails to your help desk and stay organized.

Customers may send from time to time inquiries to your direct email address. You may want to forward the conversation to your help desk and continue the conversation there, allowing you to keep a clear customer history.

You can use your email client "Forward" feature to forward the email to your help desk. When you forward an email from your email to your help desk, the system will recognize that the forward comes from a trusted user (you) and will create a conversation under the customer's name.

If you would like to forward emails from other email addresses to your help desk, you could do so by whitelisting those email addresses using the Alternate Emails feature available on your user profile.