Quick start
from activation to your first reply.

01First run

1. Permissions. In Setup > Staff > Roles, give the Mail Desk permissions to the roles that should use it (Sharing and permissions).
2. Mail Desk > Mailboxes > Add a mailbox. Type the e-mail address, click Gmail, cPanel or Other server next to Fill in for, and complete the name, servers, user name and password or app password (Connect a mailbox).
3. Test connection (card 5). Mail Desk tries IMAP and SMTP, counts the server's folders and fills in which folder is Sent, Trash, Archive and Spam. Fix anything the test reports, then click Save mailbox.
4. Sync now on the mailbox card, or wait for the next cron run. The first import reads the last 30 days of the Inbox and Sent folders, a batch at a time (How sync works).
5. Mail Desk > Inbox. Open a conversation. The badge in its header says Customer, Lead or Unknown sender.
6. Take it and reply. Click Take it to assign the conversation to yourself, click Reply under the message, write and click Send. Check that the reply is in the Sent folder of the mailbox in your normal mail program.
7. Open the customer the conversation is linked to: the profile has an Emails tab with the conversations with that customer (Customers and leads). Leads have no tab in 1.0; use All e-mails with this lead in the conversation instead.
8. Optional: templates and your signature (Templates and signatures), labels, and AI (Optional AI).