Ploomes adopts a different concept from traditional email inboxes when categorizing messages as Inbox or Archive. The tool does not replace email managers like Outlook or Thunderbird; the goal is to facilitate the recording of interactions with customers, avoiding the manual entry of every contact made.
Email categorization criteria
Inbox
The message goes to Inbox when:
At least one recipient or the sender has not been identified as a customer or user in the database;
All parties involved have been identified, but there is at least one open deal with one of them, and the email is not yet linked to that deal.
Archive
The message goes to Archive when:
All parties involved (sender and recipients) have been identified and there are no open deals for any of them;
All parties involved have been identified and there is already a deal linked to the email.
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Do you have any questions? Do not hesitate to call Support via the platform's chat or by email at suporte@ploomes.com.