Shortcuts

Log emails directly into a Salesforce opportunity or account

Summary

• Calendar
• Create calendar event with email recipients
• Chat
• Using reactions as a voting system
• Send comments/feedback in bulk
• Create team chats to share notes and ideas
• Edit comments quickly with the shortcut
• Fork chat messages
• Create and assign tasks
• Internal read receipts
• Comment styling and formatting
• Drafts
• Clear formatting in drafts with a single click
• Use canned responses to create personalized reply
• Create and style email signatures
• Email mentions
• Inbox
• Customize swipe actions color
• Automatically watch (follow) conversations when mentioned
• Custom Swipes
• Drag & drop everything
• Refer or chat about a specific message or conversation
• Watch conversations to be notified on new activity
• Rules
• Using rules to respect your SLA
• Send an out-of-office auto-response during a holiday
• Block senders
• Create a rule directly from a message
• Using dynamic rules for round-robin assignment
• Use the data from a selected conversation when updating a rule
• Shortcuts
• Send & snooze a message in one click
• Assign to me shortcut
• Using the Command bar
• Log emails directly into a Salesforce opportunity or account
• Mark conversations as read/undread
• Send & archive any emails with one click
• Use a 3-finger swipe to navigate in the Missive Mac app
• Unsubscribe from a newsletter with a single click
• Sidebar
• Organize your left sidebar
• Hide and show mailboxes from the left bar
• Mastering the sidebar
• Pin filters to the left sidebar
• Show mailbox total or unseen count