Getting Started: Setting up Inbox

Here's what you need to do before starting to use Inbox!

Aimee avatar
Written by Aimee
Updated over a week ago

Are you ready to get started using LeadSimple's Inbox to manage your team's communication? Let's do it!

To get started, you will need to:

  1. Decide if you want to use direct emails, shared emails or both

  2. Connect these email accounts to LeadSimple

  3. (Optional) Set up a LeadSimple phone number (if you haven't already) to use Inbox for phone calls and text messages

Decide if you want to use direct emails, shared emails or both

Direct Emails - You probably already use direct emails today. A direct email routes directly to you and usually includes your name, like michael@dundermifflin.com.

Shared emails usually route to multiple members of a team and have a generic name like maintenance@dundermifflin.com. They generally help improve collaboration and response times since multiple people are looking at them regularly.

Inbox works well with both direct and shared emails, so we recommend using the email accounts that you already have set up today.

If you only use direct email addresses to communicate with customers today, start using Inbox with those.

If you have shared emails set up, great! Connect those too.

If you don't use shared emails but you want to, follow our guide to choosing which shared emails you should use.

Connect your email accounts to LeadSimple

Follow these steps to connect your email accounts to LeadSimple.

Important: Your email accounts should to be standalone Gmail or Outlook user accounts. They should not be aliases of another account as that makes it difficult to connect to LeadSimple.

Connecting Direct Emails

In LeadSimple, navigate to your user profile:

Find "Email Accounts" and open it:

Click the + button to add an email account:

Type the email address you want to connect and follow the prompts to connect it.

Connecting Shared Emails (only account admins can do this)

In LeadSimple navigate to Settings > Inbox Settings. Find "Shared Email accounts" and click "Add email account":

Type the email address you want to connect and follow the prompts to finish connecting it.

Give Your Team Access

Open the email account settings:

Scroll down to "Users" & open that section. Then add any users who should be able to see, send, and receive emails from this Inbox.


Provision LeadSimple Phone Number(s)

In order to text through LeadSimple, you will need to provision one (or more) LeadSimple phone numbers in your desired area code(s).

Note that you can have individual phone numbers for each team member (typically the best method for sales agents), or give multiple team members access to the same number (typically the best method for operational teams).

Once you've provisioned a phone number (following the instructions linked above), you will be able to use it to send and receive texts, receive inbound phone calls, and use it as your caller ID when making outbound calls. Learn more about how these features work here.

Now that you've connected your email inboxes and set up your phone numbers, new inbound emails, calls, and texts will create conversations in your Inbox!

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