LeadSimple

Learn about LeadSimple's new shared communication management tool: Inbox.

What is Inbox?

Aimee

Chris Winn

Tori Bradford

Learn how to setup, navigate, and use the brand new Inbox tool!

Inbox & Communication Management

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

Intro: What is Inbox?

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

1: Connecting Shared Emails

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

2: Shared Phone Numbers

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

3. Managing Conversations

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

4: Quick Reply Templates

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

5: Notes & @Mentions

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

6: Navigating, Filtering & Searching Inbox

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

7: Organizing Inbox with Tags

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

8: Leads, Processes, & Conversations - How They Integrate

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

9: Reporting on Conversations

Inbox Video Series

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

Getting Started: Setting up Inbox

Learn how to manage user permissions on Inbox to ensure your team has the access they need.

Inbox: Managing User Permissions

Learn how to set up your shared inboxes depending on your team structure and what your company needs.

Shared Inbox Configuration Options

Advanced Feature: This article discusses an advanced feature. We recommend reaching out to our customer support team for assistance before enabling it.

How to Use Google Groups and Aliases with LeadSimple Inbox

Shaun Greer

Setting Up Inbox

Best practices for organizing and managing communications with owners, tenants, and other parties using LeadSimple Inbox

Inbox & Communication Best Practices

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

Replying To, Snoozing, & Resolving Conversations

Learn how to add quick reply templates to Inbox so you can reply to common questions quickly.

Quick Reply Templates

Learn how to use notes and @mentions to discuss messages with other team members before replying.

Internal Collaboration: Notes and @Mentions

Learn how to find unresolved, resolved, snoozed, and unassigned conversations in Inbox

Navigating Inbox: Using Filters

Learn how to search your conversations in Inbox

Search for emails, calls & texts (with Inbox)

This article will explain the main rules used to assign emails in Inbox to the "Unassigned" Inbox or the "Assigned to me" Inbox.

How Does Assignment in Inbox Work?

Shadai Griffith

Using Inbox

Learn how to use tags to organize your Inbox conversations by team, category, topic and more!

Organizing Conversations In Categories Using Tags

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

Automatically assign and route Inbox conversations with Zapier

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

Email Blocklist: Blocking specific senders in Inbox

Learn how to sync all emails or only client emails into your Inbox.

Syncing Emails from Unknown Senders

Advanced Features

Learn how we recommend using your personal business email address and how it relates to LeadSimple's Inbox

Can I use Inbox to manage mail sent to my personal business email address?

Can I send messages on behalf of another user?

Learn which files are supported as uploads and which files can sync over to Inbox.