Frequently Asked Question

Scenario: Sales Support Team – Processing New Client Emails

Role: Sales Support Coordinator
Need: Whenever a new client inquiry email comes in, the coordinator must:

1. Move the email to the "Client Onboarding" folder.
2. Mark it as High Importance.
3. Forward it to the Sales Manager and Operations Manager.
4. Flag it for follow-up.

Instead of doing each action manually, the coordinator creates a Quick Step named "New Client – Onboard" that does all four actions at once.

Workflow Without Quick Step:

• Open the email → Click Move → Select folder
• Click Mark as High Importance
• Click Forward → Type recipients
• Click Flag

Workflow With Quick Step:

• Open the email → Click "New Client – Onboard" → Done ✅
  (Outlook automatically moves, marks, forwards, and flags in one click)

This is perfect for repetitive tasks like:

• Approvals (forward to approver + move to “Pending” folder)
• Escalations (forward to IT + add category + move to “Urgent”)
• Archiving (mark as read + move to archive folder)