LeadSimple

Inbox just got a major upgrade. Auto-assignment, MMS & group texts, away mode, linked tasks, desktop notifications, and advanced search, all in the Inbox you already know.

Inbox: New Features & What's Changed

Alexa Roeper

Tori Bradford

Shannon

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

Omnichannel Inbox

If you're noticing that some of your emails are showing up as coming from a "sendmessenger" email address, you're in the right place!

Why Are My Emails Going to or Coming From a SendMessenger Email Address?

Sometimes, you might notice that leads show the same timestamp for when they opened an email, here’s what you need to know.

Understanding Email Open Timestamps in LeadSimple

Emailing

Learn how to connect your email account to track your emails in LeadSimple.

Connecting Your Email Account To Track Emails in LeadSimple

Learn how you can connect a shared email for your team to share as their outbound email address.

Connecting a Shared Inbox for Sending Emails Through LeadSimple

Learn how to set up the DMARC records on your DNS manager.

Set up DMARC for your email account

Fix "Cannot send mail" error with Microsoft email accounts

Enabling IMAP/Pop access on Microsoft accounts

Learn why the wrong email sometimes connects when you are connecting your email (and how to fix it).

Why is a different email connecting when I try to connect my email?

Learn why your email account sometimes disconnects from LeadSimple

Why did my email account disconnect from LeadSimple?

Connecting Your Email Account(s) to LeadSimple

Learn how to email a lead through LeadSimple, manually or automatically.

Emailing a Lead Manually or Automatically (One-Off Emails)

Have you ever had a water shutoff and needed to send a bulk email to all your tenants? You can send mass emails to all your customers through LeadSimple.

How to Schedule and Send Mass Emails in LeadSimple

Set an email address to be the default sending address or any pipeline or process type.

How to Set a Default Outbound Email Address for Sales Pipelines and Processes

Choose which Contacts should be included on outgoing emails and text messages in Pipelines and Process Types

Learn what file types and file sizes can be uploaded as attachments to emails

Supported File Types and Maximum File Size for Email Attachments

Have you ever wondered why your email sending exceeded the quota?

Email Sending Limits

Sending Emails

Learn how to create personalized email templates to automate your LeadSimple workflows.

Managing Email Templates

Make your communications stand out by embedding videos in your email templates.

Embed Videos in Email Templates

Learn what to do if LeadSimple doesn't accept your BombBomb video link.

Why am I running into an error when trying to embed a BombBomb or YouTube Short video?

Learn how to send a test version of an email template to yourself.

Send Test Version of an Email Template

Have multiple owners or tenants for a property and want to use a merge tag to pull all names into an email? This article will show you how!

How do I use a merge tag to pull in all owner or tenant information?

Learn how to clone templates from one pipeline to another

Cloning Email and Text Templates

Where to find email reporting to track sends, open and click rates in LeadSimple.

Where Can I Find Open/Click Tracking on Templates?

What Are The Native Pipeline Merge Tags?

Tony Sullivan

Learn how to create, manage and use templates and enhance them with embedded videos

Troubleshoot why you are unable to send emails.

Why Can't I Send Emails? Common Email Errors

Learn why emails sometimes don't send automatically.

Why Aren't My Automatic Emails Sending?

Learn how the emails you send to and receive from leads are tracked in LeadSimple.

How Does Email Tracking Work?

Learn how to add or delete file attachments on email templates.

How Do I Attach Files and Delete Attachments On Email Templates?

Learn how to enhance email templates with links and images.

How Do I Add Links and Images to Emails?

Learn what happens when leads unsubscribe and how LeadSimple prevents any further emails from being sent to them.

Can leads unsubscribe from my emails?

Learn why your images in emails will sometimes appear too large and what to do about it

Why are my images displaying too large in Outlook?

Learn why your emails are showing duplicate activities in the lead/process record and what to do to fix it.

Why are my emails duplicated in the lead record?

Learn how to stop LeadSimple from tracking your personal emails in your account.

How Do I Stop Personal Emails from Being Tracked in LeadSimple?

Having trouble with emails not being delivered, receiving lots of bouncebacks or unsubscribes? Learn how to fix it in this article.

Why are my emails bouncing or unsubscribing? Tips for improving email deliverability

Email FAQs & Troubleshooting

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

Learn more about how to set up auto-assignment rules in Inbox.

Inbox Auto Assignment Rules

Catherine Makena

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?

Send Later

The Away Toggle lets you step away from Inbox without worrying about new conversations being assigned to you.

Using the "Away" Toggle

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.

Which files are supported in Inbox Conversations?

Inbox FAQ's

Demo

Pricing

Resources

Consulting

Give Feedback

Find answers and get help from Intercom Support and Community Experts

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