LeadSimple

What is Inbox? Get a quick video overview here to get started.

Intro: What is Inbox?

New to Inbox and shared client communication management? Start here!

Learn how to get your Inbox set up by choosing your shared email configuration and connecting your shared emails.

Learn how to provision shared phone numbers so you can manage all client communication in the same tool.

Learn how to assign, reply, snooze, and close conversations.

Learn how to use templates, or quick replies, to reply to clients quickly.

Learn how to collaborate as a team using notes and @mentions to tag other team members.

Learn how to navigate inbox using filters and search to find conversations and

Learn how to organize your inbox and categorize your conversations even further using tags

Learn why consolidation is so important and how LeadSimple integrates your leads, processes, and conversations into one system.

Learn how to find and use the Inbox reports to pull important metrics about your customer service.

Learn how to block inbound emails from specific email addresses in LeadSimple's Inbox.

Use Zapier to automatically assign, tag, or change the status of inbound conversations in your LeadSimple Inbox.

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