With the Mixmax Sidebar, you can check your team's communication history with the Group Live Feed, view contextual information about a specific recipient by hovering over their email address, take quick actions such as scheduling a meeting, logging a call, or creating a task - all directly from your Gmail Inbox!
Let's take a closer look at the different Sidebar sections that might be especially useful for an AE.
Tasks in Mixmax help you keep track of things to do, calls to make, and so on. The Tasks Sidebar section displays all of your tasks in one place. You can filter which tasks should be displayed using the drop-down filter above the list of tasks.
To create a new task, use the +Add new task button at the bottom or click the + icon next to the Tasks tab to open the list of shortcuts and create a task of a certain type in one click!
Click any particular task or the Start X tasks button to start the Tasks Workflow mode, where you can complete multiple tasks in one go. You will learn more about Tasks in the next lesson.
If you have Salesforce connected to your Mixmax Workspace, you can use the Mixmax Sidebar to add new Contacts/Leads to Salesforce, update Opportunities, view SFDC Activity history, and so on. To do it, select the People section of the Sidebar, find the required contact, and then click the Salesforce tab below.
If you open an email from a person for whom you have an existing record in Salesforce, you can see and edit their record in the Sidebar. Simply expand the Sidebar and hover over the email address to see the details about the email recipient displayed in the People section.
Here you can, e.g., quickly edit an Opportunity and move it to the next stage or change the amount:
If there is no record associated with the recipient of the email you are viewing, you can create a record:
Simply click Create Contact or Create Lead to add the contact to Salesforce.
Using the Sidechat section of the Sidebar, you can collaborate with your team members on email conversations with prospects/customers directly in the email. Forget about endless screenshots and email forwarding. No need to waste your time trying to remember what the original email was all about anymore. Collaboration in the Sidechat is how you make sure everyone stays in the loop and can provide some feedback without costly delays.
Simply click Add collaborators and select your colleagues there or @-mention them in Sidechat to start collaborating. This way, you can conveniently tag managers, sales engineers, SDRs, etc.
While you are in your Gmail Inbox, you can see the list of conversations where you are included as a collaborator in the Sidechat tab. To open the email thread related to a particular conversation, simply click on the conversation in the list view.
When you open a message in Gmail, you will see the conversation relating to that email in the Sidechat tab at once.
If there is no active conversation for an email thread, it is marked by an empty grey
chat bubble. Click the bubble icon to start a new conversation in the Sidechat and add collaborators:
If there is an active conversation but no new messages, the email thread is marked by a filled grey chat bubble. Click the bubble to open the existing conversation in the Sidechat:
When there are new messages in the Sidechat conversation, the chat bubble shows the number of unread messages. You will also see a New Sidechats banner at the top of your inbox. Click the bubble icon to open new messages in the conversation, or click the New Sidechats banner to open your list of conversations:
What happens when you add collaborators
New collaborators that already use Mixmax on the Starter plan or above will see the email in their Inbox marked with the Mixmax Collaborator label. Collaborators can add comments in the Sidechat conversation. All future messages in this Sidechat conversation will be synced to their Gmail Inbox.
If the new collaborator doesn't use Mixmax, they will receive an email from you with an invitation to collaborate on an email thread and a link to sign up for a Mixmax account. If the new collaborator is on the Mixmax Free or Starter plans, they will receive an email from you with an invitation to collaborate on an email thread and a notification that they need to upgrade to the Starter plan to do so.
Now you know how to make the most out of the Mixmax Sidebar! Way to go! Let's learn some more about Tasks in Mixmax now.