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Inbox
Inbox
Learn how to setup, navigate, and use the brand new Inbox tool!
Aimee avatarMatt avatar
By Aimee and 1 other2 authors20 articles
What is Inbox?

Getting Started / Setting Up Inbox


Getting Started: Setting up the Inbox
Inbox: Managing User Permissions

Using Inbox


Keyboard Shortcuts for Inbox
Replying To, Snoozing, & Closing Conversations
Quick Reply Templates
Internal Collaboration: Notes and @Mentions
Navigating Inbox: Using Filters
Searching Inbox: By Contact or Property
Starting Processes from Inbound Conversations
Connecting Leads & Processes to Conversations for Additional Context

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

Inbox FAQ's


How does LeadSimple assign conversations?
What do the numbers next to my Inbox mean?
Can I use Inbox to manage mail sent to my personal business email address?
Can I send messages on behalf of another user?
How does communication tracking work across leads, processes, and Inbox?
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