FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
What is mailroom?
How do I create cases using Mailroom and auto-forwarding?
What is Criteria in mailroom rules?
What is my auto-forwarding (mailroom) address?
What happens when an email is forwarded to Mailroom?
How does the Archive Email mailroom rule work?
What is Autofill Values from the Email Body in mailroom rules?

Can I set up mailroom rules from my inbox?

Yes, you can do it by going to mailbox settings.

Follow these steps to set up mailroom rules:
  1. Click the Menu icon. 
  2. Go to Essentials.
  3. Click Inbox.
  4. Click the Configure button.
  5. Click the Automate Tasks tab in the Mailbox Settings window.
  6. Click: 
  • Add New Action to add a new mailroom rule
  • The Edit icon to edit a mailroom rule
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