How do 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. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Inbox.
5. Click the Settings icon on the top right corner.
6. Click the Automate Tasks tab in the Mailbox Settings window.
7. Click:
   1. Add New Action to add a new mailroom rule.
   2. The Edit icon to edit a mailroom rule.

Note: You can view your mailroom address under Main Menu > Essentials > Inbox.