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.

How Inbox works
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...
Sat, 6 Jul, 2019 at 2:38 PM
Saving email to a contact (or client)
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
Working with conversations and labels
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 an...
Sun, 7 Jul, 2019 at 12:08 PM
Filtering and smart filters
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 wha...
Sun, 7 Jul, 2019 at 12:14 PM
Bulk actions in Inbox
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...
Sun, 7 Jul, 2019 at 12:17 PM
Finding the organise tool in Inbox
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
How to save one or more conversations to a contact (or client) from Inbox
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
How to change the subject of an email you've received
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 conver...
Sun, 7 Jul, 2019 at 1:00 PM
How jobs interact with Inbox
Jobs can generate their own conversations. How do they get into Inbox? Jobs create their own conversations. These conversations only show up in Inbox wh...
Sat, 6 Jul, 2019 at 4:47 PM
FAQ : What conversations appear in Inbox?
Inbox shows conversations that: have one or more items that have been created manually by you or a team member; or have an error message. Sometimes ...
Sat, 6 Jul, 2019 at 2:50 PM