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Replying To, Snoozing, & Closing Conversations
Replying To, Snoozing, & Closing Conversations

How to reply to, initiate, snooze, and close conversations

Aimee avatar
Written by Aimee
Updated over a week ago

This article covers what the Inbox counters (numbers besides Mine, Unassigned, All Others) are and how to:

📩 Replying to conversations

  1. Click on a conversation in the Inbox list to open it.

  2. Emails: Just type your message in the text area labeled “Reply” and click the blue “Send” button.

  3. Texts: Type your message in the “Reply by Text” box and hit “Send” (calls and texts can be made in the same thread)

  4. Calls: Select the “Reply by Phone” box, choose your desired calling settings and hit “Call”. LeadSimple will call you first and then connect you to the lead when you pick up the call and press "1".

✉️ Sending a brand new message from the Inbox

You can send new outbound emails or texts, and make phone calls from the Inbox directly.

Click the New button on the Inbox list page:

Choose email, call or text. It will ask you to search for a contact to call or send the email/text to.

✅ Resolving Conversations

Only resolve a conversation when you have resolved the customer/lead's question or issue. Conversations can be resolved in multiple places.

  1. Resolving a single conversation: Click into a conversation and click the Resolve button in the top right.

  2. Resolving multiple conversations: also on the Inbox list page, click the checkbox on the conversation(s) you want to close and use the “Close” bulk action to close them.

💤 Snoozing Conversations

Snooze a conversation when you are waiting on the customer or lead to reply back to you. Snoozing a conversation will temporarily archive it until a later date and/or time of your choosing.

  1. Click on a conversation in the Inbox, and use the “Snooze” button in the upper right corner to snooze it for any future time:

  2. You can also select one or more conversations from the list view and snooze them all for any future date or time you want.

And that's how to reply, resolve, and snooze conversations in Inbox!

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