Lesson 100 · Sell with BuildBetter

How do I work from a sales email thread?

Find the conversation. Keep the deal context close.

1 min7 stepsLesson 5 of 7 in Sell with BuildBetter

You’ll be able to

  • Find a sales conversation
  • Review its draft and deal context
  • Read the send state

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Sales workspace
Start with Today, prepare for recordings, and review the work BoB finds.

Transcript

You can now find a sales email and keep its deal context close.

The old Sales Inbox address opens Messages in your Library.

Choose All mail, No deal yet, Sent or Not sales to see the view you need.

Search by subject, person or words from a message. Search looks across your mail.

Open a thread to read the conversation. A thread linked to a deal opens with that deal's context.

When a draft is available, choose Open BoB's reply and review the words.

Read any filing suggestion and its evidence before linking the thread to a deal.

In Sent, check the state on the row. Read back means BoB found it in your sent mail.

Next up, choose who to reach out to next.