Question
We are an enquiry based travel business, and receive email enquiries from a number of different sources. We currently have 2 agents sharing 1 main inbox, and a 3rd agent using her own account, with enquiries being forwarded to her to answer directly.
I want to consolidate this via some kind of system that they can all work on harmoniously, so that I can add more staff without things getting even more complicated.
Note, we are currently not using any CRM, as we cant find anything suitable for our specific needs :(
Answer
I believe you can use Gmail for this purpose. Log into the Gmail account from which you would like to forward email. You will learn the workflow of how to merge two Gmail accounts into one inbox. In the secondary Gmail account, click the gear icon to the right and select Settings. Locate Gmail's settings. Locate Gmail settings. A popup displays reminding you that Gmail is verifying your forwarding Gmail address. Gmail sends a verification email to the primary email address entered. Connecting the two accounts in this way will allow you to quickly switch back and forth between accounts during the confirmation process without logging in or out. Connect two Gmail accounts to make switching inboxes easier. In the confirmation email, you will find a confirmation code and confirmation link. Enter the confirmation code in the Forwarding and POP/IMAP tab in the secondary Gmail account, or click the confirmation link in the email. Gmail prompts you to confirm that mail will be forwarded.
You can read more here: https://business.tutsplus.com/tutorials/how-to-combine-all-your-email-accounts-into-one-gmail-account--cms-21305
Besides if you do have any questions give me a call: https://clarity.fm/joy-brotonath
