Inbox
Email and social conversations in one place.
- How to Link Conversations From Different Channels to 1 Record to Have a single source of Truth and avoid duplicatesCreate a single source of truth and avoid duplicates by linking all conversations to one record.
- What is Mark As Done + How it Works - Why Helpful to Reach Inbox 0Clear processed conversations without losing them — and keep your inbox focused on what still needs a reply.
- How to Create Records from the InboxTurn any conversation participant into a CRM record without leaving your inbox.
- Can You Run Conversations On Behalf Of Other Team MembersYes you can run conversations on behalf of other team members if they give you the right permissions on their email or social accounts.
- How Views Work in the InboxOrganize your conversations with channel views, filters, folders, and more.