Working with Inbox
Inbox will bring your business to life and allow your team to share information and knowledge about your clients openly and in real-time.
Inbox helps you focus on what's important right now. Here's how. Inbox is very similar to your email software: Inbox tracks conversations. A c...
Tue, 3 Dec, 2019 at 11:32 AM
Keep records of communication directly from Inbox We help you get organise email by automatically matching the email address on an incoming email with t...
Sun, 7 Jul, 2019 at 12:03 PM
What are conversations and how do you use them? Conversations are a way of grouping items in a Client or Contact's Activity Feed. Items could be any...
Sun, 7 Jul, 2019 at 12:08 PM
Get to the Inbox items you're interested in quickly. Your Inbox shows you conversations across all contacts and clients. To help you get to what...
Tue, 3 Dec, 2019 at 11:27 AM
How do you select multiple conversations in Inbox and what can you do with them To create a selection of conversations in Inbox, click on each conversat...
Tue, 3 Dec, 2019 at 1:28 PM
You may want to write a message now but have it sent later Sometimes you may not want to send a message straight away. You may be working at the weekend ...
Tue, 3 Dec, 2019 at 3:13 PM
Snoozing means temporarily forgetting about a conversation until a later date or time Sometimes a conversation may need an action but you may not want to...
Tue, 3 Dec, 2019 at 1:26 PM
You can access the organise tools in various places. The organise tool allows you to save one or more Inbox conversations or individual items to a conta...
Sun, 7 Jul, 2019 at 12:28 PM
Saving items to a contact updates their CRM record and keeps a rich history of your relationship Saving one or more conversations from Inbox Select th...
Sat, 6 Jul, 2019 at 2:36 PM
Sometimes email subjects don't make any sense. Use labels to change them. When a new email is received, it will appear in the Inbox as a new convers...
Sun, 7 Jul, 2019 at 1:00 PM