How to assign an email to a team member 

This documentation would help new customers and new users to navigate how an email can be assigned to a team member. 

An email can be assigned either to yourself or to another Helpmonks user in order to address a message or an inquiry appropriately. The option is available on the email listing page and also within the conversation.

Within the email listing page, select the conversation and click the Assign icon and choose a user.

Helpmonks Version 2

Helpmonks Version 3

Additionally, when replying to a conversation or creating an internal note, you have the option to assign an email to another user before hitting the send button or save note button.

Then, the conversation will be moved to the user's Assigned folder.

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Last updated on Sep. 2nd, 2022
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