Checklist - 2 min read

Sales team setup checklist

Add your team

Giving your team access to your Front account is the first step. Then set them up with the proper permissions and access for efficient sales management.

  • Invite your teammates

  • Promote any teammates to admins if they will help manage your Front account

Create inboxes

Inboxes keep you and your team stay organized and help get more work done. Inboxes can contain multiple communication channels.

  • Add your individual work email to Front

  • Add a team inbox for inbound leads

    • Add a channel for your inbound sales email

    • Add a channel for your company’s social pages (e.g. Facebook)

    • Add a channel for your company’s website chat (e.g. Intercom, Smooch, Front Chat, etc.)

  • Give your teammates access to the inboxes and folders they’ll be working in

Determine tags and message templates

Tags allow you and your team to categorize messages to receive valuable analytics and create customized workflows. Message templates save you time so you can spend less time typing and more time selling.

  • Create tags

    • Your existing email client’s folders

    • Hot lead

    • Customer tiers

    • Customer industries

    • High value prospects

    • Customer feedback

    • Refund request

  • Pin your most frequently used tags to your sidebar

  • Build message templates for your most frequently asked questions

    • Inbound leads

      • Scheduling a demo

      • Demo follow up

      • Meeting request

    • Prospecting

      • Introduction and marketing materials

      • Proposals and pricing

      • New feature announcements

    • Existing Customers

      • Your renewal is upcoming

canned response gif

Build rules

Rules let you automate communication and assignment processes so you can your team don’t get bogged down with time consuming administrative tasks.

  • Round-robin lead assignment

    • When: Inbound message

    • If: Inbox is sales@yourcompany.com

    • Then: Assign in group > Round-robin > Sales team members’ names

  • Auto-tag new customers based on lead generation channel

    • When: Inbound message

    • If: Channel is sales@yourcompany.com

    • Then: Add tag Website Lead

  • Prioritize your leads

    • When: Inbound message

    • If: Body contains “I’m interested”

    • Then: Add tag Hot Lead

Connect integrations

The last step is connecting front to the other apps you and your Sales team rely on.

  • Under Settings > Inboxes opt to Auto BCC your emails to Salesforce or your CRM

  • Integrate with any of the 50+ apps available (e.g.Shopify, Salesforce, etc.)

Integration panel - Reference Salesforce gif

Ready for more?

Your Sales team might also enjoy the following Front features.

  • Assigning messages from your individual inbox to teammates

  • Reminders on individual messages to follow up

  • The option to Send later for staging messages

  • Sharing Drafts with colleagues for collaborative editing and feedback

  • Update your Signature options with relevant announcements and meeting options

  • Launching Sequences for coupons, sales, and promos

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