Your inbox explained

Inbox collects enquiries from your public page in one place, so nothing waits unnoticed in a personal email account.

2 min readUpdated

Inbox in the rail collects the enquiries that come in from your public page. It exists so customer messages live with the customer record rather than in somebody's personal email.

Inbox, on the left rail. Filters down the side cover unread, type and whether you have replied. Open a row to read and answer it.
Inbox, on the left rail. Filters down the side cover unread, type and whether you have replied. Open a row to read and answer it.

Why it matters

An enquiry sitting in a personal inbox is invisible to everyone else, gets buried by lunchtime and is lost entirely when that person is on holiday. In Inbox it is visible to whoever has permission to see it.

Working through it

  • Open an enquiry to read it in full
  • Reply or turn it into a lead if it needs following up over time
Clients, then Leads. Each card is one enquiry, in New, Contacted, Quoted, Won or Lost.
Clients, then Leads. Each card is one enquiry, in New, Contacted, Quoted, Won or Lost.
  • Convert it to a customer once they book or buy

Who can see it

Access is controlled by permission, so you decide which roles can read enquiries. Check Team, then Roles & Access.

Team, then Roles & Access, then Roles. A role is a bundle of permissions you can hand to more than one person.
Team, then Roles & Access, then Roles. A role is a bundle of permissions you can hand to more than one person.

Response time is the whole game

Most enquiries go to more than one business. Replying quickly wins work that a better price two days later will not.

Common questions

Do enquiries also get emailed to me?

Your notification settings decide. Set them under Marketing, then Automations, so the right people are told.

Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.
Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.

Can I reply from Inbox?

Yes and replying there keeps the conversation attached to the record rather than scattered across mailboxes.

What happens to spam?

Choose Move to trash. It goes to the Trash folder. Persistent nuisance addresses can be blocked under Marketing, then Audiences, then Unsubscribes.

Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.
Marketing, then Audiences, then Unsubscribes. People who have opted out, who will not be mailed again.

Topics

EnquiriesInboxMessages

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