Where to start
Module planning → Shared email inbox
Before you begin
Identify the mailboxes and staff who should have access. Agree when an email becomes a task or customer record and how colleagues avoid duplicating replies.
Follow these steps
- Discuss this developed Britixo module with the Proplix team and confirm how it fits your property workflow.
- Agree the records, staff roles and configuration required for your chosen use case. Include any provider account or licence dependencies.
- Review a representative example with the people who will use the module, then agree the implementation scope and acceptance checks.
Check the result
Use a test conversation to check assignment, visibility and the linked CRM activity.
If something does not look right
Catalogue access is included in all Proplix packages. Activation, configuration, custom work and third-party costs are confirmed separately before implementation. If a menu is missing, check the agreed activation and permissions with your administrator.
Related technical reference: Britixo's module information (opens in a new tab). The screens available to you depend on your configured modules, company and permissions.
Useful next steps
- WhatsApp Business API for Proplix
- Business VoIP & internal calling for Proplix
- Choose an integration that solves a real task
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.