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How to Use the CRM Inbox

The Inbox tab gives you a unified view of every lead reply across your connected email accounts, so you can read and answer messages without switching tools.

Work replies from inside the CRM

  1. Open CRM → Inbox.

  2. Open a conversation to read the full thread.

  3. Reply directly from the connected account that received the message.

From reply to pipeline

When a lead replies with interest:

  1. Open the lead in the Leads tab (search their email).

  2. Update their Badge (for example, to Interested).

  3. Use the profile's quick actions to create a Deal, schedule a Meeting, or set a Follow-up.

Because campaign engagement flows into the CRM automatically, the reply is already reflected on the lead's timeline.

Tips

  • Work the Inbox top-to-bottom at set times of day, converting each positive reply into a deal or meeting before moving on.

  • You can also send one-off emails from a lead's profile with the Email quick action.

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