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Points to Remember:

  • Assign conversations as they come into the Inbox so every conversation has a clear owner. It's easy to reassign conversations again.

  • Snooze conversations that are waiting on a response from clients to keep your inbox clean.

  • Close conversations once they are resolved to keep your inbox clean and ensure that conversations that need attention are front and center.

Action Items:

  • Be sure to assign, snooze, and close your conversations as you are working them in Inbox.

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