Shared sales inbox with clear lead ownership
A small sales team can use HeedBox to assign incoming enquiries, track the next action as a task, and review suggested routing before a person sends any response.
The problem
A prospect asks sales@ for a price and implementation date. One colleague knows the commercial terms; another knows the deployment scope. A quick unowned reply can promise a date the team has not checked.
A practical workflow
- Assign the enquiry to a sales owner and note the requested scope.
- Ask the delivery colleague to verify the proposed timeline; track that check as a task tied to the conversation.
- Review the draft against current pricing and scope, then have the owner confirm the send.
How HeedBox can help
The shared view is meant to show who owns the enquiry and which internal check remains open. Heed may suggest routing or priority, but the team validates availability and commercial details itself.
Frequently asked questions
Does HeedBox send sales follow-ups on its own?
No. Messages require a person to confirm sending; follow-up tasks remain with the team.
Is a CRM included?
This page describes shared inbox and task workflow, not a CRM integration. Any customer-specific integration must be scoped during onboarding.
Discuss your own workflow
The right setup depends on your Microsoft 365 permissions, team roles, and existing process.
Schedule a conversation