Table of Contents
Learn how to manage conversations, team participants, and organize your partnership communications effectively.
Viewing Conversations #
The Partnership Inbox displays all email conversations with your partner contacts:
- Conversations are grouped by thread
- Most recent messages appear first
- Click a conversation to expand and see all messages
- Attachments are shown with download links
Conversation Threads #
Emails are automatically organized into threads:
- Original email and all replies grouped together
- Thread view shows chronological message history
- Easy to follow the conversation flow
Team Participants #
Multiple team members can participate in partnership conversations:
Participant Roles #
- Primary – Main contact for the partnership
- CC – Receives copies of communications
Adding Participants #
Team members are automatically added as participants when they:
- Send an email from the partnership inbox
- Trigger a workflow for the partnership
- Are added manually by another participant
Participant Notifications #
When a contact replies to an email, all team participants are notified so no messages are missed.
Inbound vs Outbound Emails #
The inbox tracks email direction:
- Outbound – Emails sent by your team to contacts
- Inbound – Replies received from contacts
This helps you understand the conversation flow and who initiated each message.
Contact Participants #
External contacts who communicate with you are tracked as participants. This includes:
- Recipients of your outbound emails
- Contacts who reply to your messages
- Anyone CC’d on the conversation
Organizing Your Inbox #
Tips for keeping your partnership communications organized:
- Use descriptive subjects – Makes conversations easy to find
- One topic per thread – Start new conversations for new topics
- Regular review – Check inbox for unanswered messages
- Team coordination – Ensure the right people have access
Limitations #
- Partnership must be active to send/receive emails
- Team members need inbox access permission
- External contacts only see partnership communication
