Go to LeadSimple
All Collections
Inbox
Inbox
Learn how to setup, navigate, and use the brand new Inbox tool!
21 articles in this collection
Written by
Matt
and
Aimee
What is Inbox?
Learn about LeadSimple's new shared communication management tool
Written by
Aimee
Updated over a week ago
Getting Started / Setting Up Inbox
Getting Started: Setting up the Inbox
Here's what you need to do before starting to use the Inbox!
Written by
Aimee
Updated over a week ago
Inbox: Managing User Permissions
Learn how to manage user permissions on Inbox to ensure your team has the access they need.
Written by
Aimee
Updated over a week ago
Using Inbox
Keyboard Shortcuts for Inbox
Learn some keyboard shortcuts to speed up your everyday work.
Written by
Aimee
Updated over a week ago
Replying To, Snoozing, & Closing Conversations
How to reply to, initiate, snooze, and close conversations
Written by
Aimee
Updated over a week ago
Quick Reply Templates
Learn how to add quick reply templates to Inbox so you can reply to common questions quickly.
Written by
Aimee
Updated over a week ago
Internal Collaboration: Notes and @Mentions
Learn how to use notes and @mentions to discuss messages with other team members before replying.
Written by
Aimee
Updated over a week ago
Navigating Inbox: Using Filters
Learn how to find open, closed, snoozed, and unassigned conversations in Inbox
Written by
Aimee
Updated over a week ago
Searching Inbox: By Contact or Property
Learn how to search the Inbox by contacts and properties
Written by
Aimee
Updated over a week ago
Starting Processes from Inbound Conversations
Learn how to start processes from inbound conversations
Written by
Aimee
Updated over a week ago
Connecting Leads & Processes to Conversations for Additional Context
Learn how and why to connect leads and processes to your conversations in Inbox.
Written by
Aimee
Updated over a week ago
Advanced Features
Organizing Conversations In Categories Using Tags
Learn how to use tags to organize your Inbox conversations by team, category, topic and more!
Written by
Aimee
Updated over a week ago
Automatically assign and route Inbox conversations with Zapier
Use Zapier to automatically assign, tag, or change the status of inbound conversations in your LeadSimple Inbox.
Written by
Matt
Updated over a week ago
Importing Conversations from Help Scout
Learn how to switch from Help Scout to LeadSimple's Inbox using our simple conversation import tool.
Written by
Matt
Updated over a week ago
Email Blocklist: Blocking specific senders in Inbox
Learn how to block inbound emails from specific email addresses in LeadSimple's Inbox.
Written by
Aimee
Updated over a week ago
Syncing Emails from Unknown Senders
Learn how to sync all emails or only client emails into your Inbox.
Written by
Aimee
Updated over a week ago
Inbox FAQ's
How does LeadSimple assign conversations?
Written by
Aimee
Updated over a week ago
What do the numbers next to my Inbox mean?
Learn what the numbers next to your Inbox mean.
Written by
Aimee
Updated over a week ago
Can I use Inbox to manage mail sent to my personal business email address?
Learn how we recommend using your personal business email address and how it relates to LeadSimple's Inbox
Written by
Matt
Updated over a week ago
Can I send messages on behalf of another user?
Written by
Aimee
Updated over a week ago
How does communication tracking work across leads, processes, and Inbox?
Written by
Aimee
Updated over a week ago