Course Curriculum

Communication is a critical element of customer service and staying organized. This short course will walk you through everything you need to get started with your Aptly inbox.

    1. Course Objectives and Learning Targets

    2. How to Navigate the Course

    3. Inbox Masterminds Community

    4. Self-Survey

    1. Why Aptly?

    2. Aptly Inbox Overview

    3. Personal vs. Shared Inboxes in Aptly

    4. Aptly Inbox's Superpowers Check-In

    1. Connect Your Personal Inbox

    2. Personal Inbox Settings

    3. Connect a Personal Calendar

    4. Manage Your Profile

    5. Format Your Email Signature

    6. Personal Setup Check-in

    1. Understand the Inbox Interface

    2. Navigate the Aptly Inbox

    3. Create and Use Private Topics

    4. Navigate the Message Composer

    5. Compose a New Email Message

    6. Email Read Receipt Tracking

    7. Relate Conversations to Locations, Contacts, and Cards

    8. Create a Card from a Conversation

    9. Inbox Basics Check-in

    1. What are Shared Inboxes?

    2. Assign Conversations

    3. Sharing Conversations

    4. Commenting in Aptly

    5. Team Collaboration Check-in

    1. Tie It All Together

    2. Inbox Mastermind Survey

About this course

  • Free
  • 30 lessons
  • 0 hours of video content