New in HEY: Workflows and Contact Notes
We just shipped two new features that will help you get organized and make progress with people and projects in your HEY email.
1. HEY Workflows
HEY Workflows is a simple, visual way to track an email’s progress through the stages of a multi-step process. As you move an email from column-to-column, the full thread — every reply, note, attachment, etc. — moves along with it. It’s great for hiring, sales, purchasing, fulfillment, and managing projects like insurance claims or repairs and remodels—any situations in which you’re dealing with many emails and multiple steps.
You can drag emails between stages to indicate their position in the workflow. Add as many stages as you need.
Add any email thread to a workflow by clicking More > Add thread to Workflow in the reply bar at the bottom.
Open the menu from the workflow pill at the top of the thread to move it on to the next stage.
2. Contact Notes
Now you can add a simple, searchable note to any contact in your HEY account. Contact Notes are a great way to document and remember details about the person without having to go digging through your emails with them—things like where you met them, their phone number, notes about their family (if that's useful when you talk), when to follow-up, and more.
Notes show up on the contact’s page and are fully searchable.
We think you’re going to love these new ways to level-up your email so you can do more without messy hacks and work-arounds. Workflows and Contact Notes are available today for all customers on web, desktop, iOS and Android. We can’t wait to see how you use them, drop us a line and tell us.
Thanks again for being a customer!
❤️ The HEY team