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Points to Remember:

  • You can use tags to organize your Inbox conversations by team, topic, priority, and more.

  • Add tags or create new ones on the conversation page.

  • Examples of tags you could use are:

    • Department: Leasing, Maintenance, Accounting, etc

    • Process: Renewals, Move-ins

    • Priority: Priority 1, Priority 2

Action Items:

  • Consider the types of categories you would like to organize your conversations by.

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