Managing Missive (shared inbox) process

Objective: Efficiently manage tasks, inquiries, and communications received in the shared mailbox, ensuring timely responses and proper assignment of tasks.

1. Handling Direct Tasks

• Step 1: Identify the task within the message.
• Step 2: Complete the task as required.
• Step 3: In the comments section of the message in Missive, notate what was done.
• Step 4: Archive the message from the sales channel.

2. Assigning Tasks

• Step 1: Identify the task that needs to be delegated.
• Step 2: Tag the appropriate party or team member responsible for handling the task.
• Step 3: Add any necessary comments to provide context or instructions.
• Step 4: Archive the message from the sales channel.

3. Handling Spam

• Step 1: If you are certain the message is spam, do not take any further action.
• Step 2: Archive the message immediately from the sales channel.

4. Uncertain Cases

• Step 1: If you’re not sure how to handle a message, add a comment detailing your uncertainty or any relevant information.
• Step 2: Tag the appropriate team members or parties for their input or assistance.
• Step 3: Leave the message in Missive until a solution has been provided.
• Step 4: Once a solution is provided, follow the recommended course of action.
• Step 5: After taking action, archive the message from the sales channel.

Note: Ensure all communications and tasks are tracked within Missive for proper accountability and follow-up.