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Exploring Inbox

The Inbox helps you manage all incoming messages, alerts, or notifications from your platform or connected tools. Whether you're managing customer inquiries, system alerts, or team updates, your Inbox is the centralized place to stay organized.

Where to Find the Inbox​

You can access the Inbox from your main navigation menu. Look for the "Inbox" tab or icon on the sidebar.

Inbox Sections​

View Mode​

You can select from 2 different layout modes.

  • List View
  • Grid View

This helps users with different needs and requirements from their viewpoint.

All Mails​

Here you can see every message, sorted by date (most recent first). You can use the search bar at the top to quickly find messages.

You can also use the search bar to find your mails. And also, you can sort the mails with custom fields. Click here to learn how to add custom fields.

Mail Details​

In the right sidebar you'll see the detailed mail settings.

First, you'll see the outreach ID at the top right when you open an outreach.

You can then see the product name and the inbound mail. Which you can copy with a single click. This mail is quite important because it connects the sender to this email.

Then, you'll see the assignee or handler of this mail.

Next you see the “Follow Up Reminder” section. Here, you can create a reminder to send a follow up mail. Learn how to create a reminder for follow ups.

Then you'll see the Custom Field option. Here you can create your preferred custom fields.

After that, you'll see the Close Deal toggle. Here, you can put your deal amount and close the deal. Once you click the save button this deal will be counted as a closed deal.

Next, you'll see the assignee options. Here you'll see who is assigned in an outreach and you can also change the assignee, if you have multiple members in your team.

Lastly, you'll see the Notes section. Here you can add important notes for the mail. Hit the save after typing notes to keep it saved.