Inbox

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

20 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

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