LeadSimple

Learn about LeadSimple's new shared communication management tool

What is Inbox?

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

Inbox 

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

Getting Started: Setting up the Inbox

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

Inbox: Managing User Permissions

Getting Started / Setting Up Inbox

Learn some keyboard shortcuts to speed up your everyday work.

Keyboard Shortcuts for Inbox

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

Replying To, Snoozing, & Closing 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 open, closed, snoozed, and unassigned conversations in Inbox

Navigating Inbox: Using Filters

Learn how to search the Inbox by contacts and properties

Searching Inbox: By Contact or Property

Learn how to start processes from inbound conversations

Starting Processes from Inbound Conversations

Learn how and why to connect leads and processes to your conversations in Inbox.

Connecting Leads & Processes to Conversations for Additional Context

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

How does LeadSimple assign conversations?

Learn what the numbers next to your Inbox mean.

What do the numbers next to my Inbox mean?

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?

How does communication tracking work across leads, processes, and Inbox?

Inbox FAQ's

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