How to Create an Inbox, Manage Email Connections, and Inbox Permissions in Gridlex Zip?

Published | Sept. 6, 2023, 7:30 a.m.

In Gridlex Zip, users have the flexibility to create multiple inboxes allowing you to categorize and separate support requests based on different criteria, such as departments or customer segments; this makes it easier to manage and prioritize support requests.

In addition, managing multiple inboxes from one centralized location can help you streamline your customer support processes, increase your team's efficiency, and provide valuable insights into your customer support performance. By consolidating all your email accounts into one platform, you can respond to customer inquiries more quickly and effectively without constantly switching between different email accounts. 

Follow the steps below to create an inbox, manage email connections, and set inbox permissions in Gridlex Zip.

Step 1: Log in to the Gridlex App Suite and click 'Zip Helpdesk Settings' under the Enterprise Admin section in the navigation menu.

Step 2: Click on 'Create Inbox' under the Inbox Settings section. You will now be directed to the inbox creation page.

Step 3: Enter the desired inbox name, select the inbox time zone, and add a description for the inbox (optional). Once done, scroll down. 

Step 4: Here, you can define rules for automatically adding contacts to the CRM. Check all the boxes that match your desired criteria. Continue scrolling down to finish setting up.

Step 5: In this section, you can set rules for automatically adding organizations to the CRM. Choose the desired criteria and click ‘Create’ to finalize. Now you have successfully created an Inbox in Gridlex Zip.