Inbox to only have the emails that are unresponded to.
Any emails you want to keep to get back to later, keep it under a label.

If the issue is resolved, Archive it.

Minimize Labels in your Email to what you can manage.

If you need a Floater to help with you emails, create a label for them and assign emails to that label so they can work on it. This way you are still in control of what you're assigning to them.

Only send referrals to the Sales Reps if they need to call today or the next day.
Asking the Sales Rep to call next week or next month, will not be remembered.

Dashboard Status is only for Switchboard. Turned it off outside your shift.

Outside Business Hour OTs keep your Dashboard status off.

Utilize this to ensure you've checked all the areas of your work during your shift, despite being busy with your calls, emails, & edits.

Whenever you're out of work, you MUST provide a handover first that contains a list of things to do for the floater. Unless it's a matter of life or death.

• Appointments
• Emails not to touch
• Onboardings
• Bitrix Tagging
• Tickets

Whatever it is to ensure your region is kept stable.

Callbacks must be done within 1 hour.