Wrapping Up an Email Interaction

Once you finish an email interaction, you have a predefined time to summarize (wrap-up) the interaction. The wrap-up can be used, for example, to update documentation, update your organization's CRM, or any other organizational need.

Alternatively, you can choose not to wrap-up the interaction.

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To wrap-up email interaction:

1.

Open the email.

2.

Perform your interaction as desired.

3.

Click the Send button; a drop-down menu appears, listing available wrap-up options, as shown in the following example:

4.

Select a wrap-up reason; the email is sent. In addition, the left pane displays the listed email highlighted in a background color and a countdown is activated to complete the selected wrap-up. If you finish the wrap-up before the countdown ends, click the Finish Wrap-up button. If the counter expires and you haven't clicked the button, the wrap-up ends automatically, and you're reverted to "Ready" mode.