The Email Listing Screen allows you to manage, view, and export sent emails individually or in bulk. By the end of the lesson, you will understand how to:
Understand the two key sections of the Email Listing Screen:
Read and interpret data from the grid, including message date, code number, recipient type, template name, subject, username, and actions.
Download the CSV file
Preview emails and take further actions such as printing or forwarding from the pop-up preview window.
Learn how emails can be sent from different areas in TEAMS
Understand the email sending workflow
Send bulk emails from listing screens like Continuing Listing by accessing the “Send an Email” option from the burger menu and selecting appropriate templates.
This lesson will help you confidently navigate the Email Listing Screen and streamline communication with students and agents using built-in features.
IMPORTANT: At the end of this lesson, you will then need to complete the quiz for it before moving on to the next Lesson.