B. Group Inbox

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The second method is to create a Group Inbox:

 

1.Select Groups from the Admin menu.

2.Click Add to add a new group (or select an existing group and click Edit).

3.Select Use a Group Inbox for receiving messages.

 

CreateSalesGroup

 

4.Click OK.

 

The Group Inbox will appear in the user list for each group member, usually at the top.  Group Inboxes are always in uppercase and are prefixed with a #.

 

 SalesGroupInbox

 

 

When logging phone messages, address them to the Group you created.  Users will then be able to access the Group Inbox via the user list (as shown above).

 

The added advantage of using groups is that you can set up Group Inboxes for different areas within your organization.  For example, auto details may want to set one up for Sales and another one up for Service.

 

 

LightBulb

When you click the OK button, PhonePad will create a Group Inbox and all group members will automatically be given access to it.