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Getting Started: Inbox & Communication Management
Getting Started: Inbox & Communication Management
New to Inbox and shared client communication management? Start here!
13 articles in this collection
Written by
Matt
and
Aimee
Intro: What is Inbox?
What is Inbox? Get a quick video overview here to get started.
Written by
Aimee
Updated over a week ago
Setting Up Inbox
1: Connecting Shared Emails
Learn how to get your Inbox set up by choosing your shared email configuration and connecting your shared emails.
Written by
Aimee
Updated over a week ago
2: Shared Phone Numbers
Learn how to provision shared phone numbers so you can manage all client communication in the same tool.
Written by
Matt
Updated over a week ago
Using Inbox
3. Managing Conversations
Learn how to assign, reply, snooze, and close conversations.
Written by
Aimee
Updated over a week ago
4: Quick Reply Templates
Learn how to use templates, or quick replies, to reply to clients quickly.
Written by
Matt
Updated over a week ago
5: Notes & @Mentions
Learn how to collaborate as a team using notes and @mentions to tag other team members.
Written by
Aimee
Updated over a week ago
6: Filters & Search
Learn how to navigate inbox using filters and search to find conversations and
Written by
Matt
Updated over a week ago
7: Organizing Inbox with Tags
Learn how to organize your inbox and categorize your conversations even further using tags
Written by
Aimee
Updated over a week ago
8: Leads, Processes, & Conversations - How They Integrate
Learn why consolidation is so important and how LeadSimple integrates your leads, processes, and conversations into one system.
Written by
Matt
Updated over a week ago
Inbox Reporting
9: Reporting on Conversations
Learn how to find and use the Inbox reports to pull important metrics about your customer service.
Written by
Aimee
Updated over a week ago
Advanced Inbox Features
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
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
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
Aimee
Updated over a week ago