LeadSimple Help Center

Inbox & Communication Management

Learn how to setup, navigate, and use the brand new Inbox tool!

Getting Started with the NextGen Inbox Experience: What's Changing & Why It Matters

Inbox Video Series

Intro: What is Inbox?

1: Connecting Shared Emails

2: Shared Phone Numbers

3. Managing Conversations

4: Quick Reply Templates

5: Notes & @Mentions

6: Navigating, Filtering & Searching Inbox

7: Organizing Inbox with Tags

8: Leads, Processes, & Conversations - How They Integrate

9: Reporting on Conversations

Setting Up Inbox

Getting Started: Setting up Inbox

Inbox: Managing User Permissions

Shared Inbox Configuration Options

How to Use Google Groups and Aliases with LeadSimple Inbox

Inbox & Communication Best Practices

Replying To, Snoozing, & Resolving Conversations

Quick Reply Templates

Internal Collaboration: Notes and @Mentions

Navigating Inbox: Using Filters

Search for emails, calls & texts (with Inbox)

How Does Assignment in Inbox Work?

Advanced Features

Organizing Conversations In Categories Using Tags

Automatically assign and route Inbox conversations with Zapier

Email Blocklist: Blocking specific senders in Inbox

Syncing Emails from Unknown Senders

Can I use Inbox to manage mail sent to my personal business email address?

Can I send messages on behalf of another user?

Which files are supported in Inbox Conversations?