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