Skip to main content

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. Use the folder tabs — All, Unread, Sent, Spam, Trash — and filter by inbox account, campaign, or status.

  3. Open a conversation to read the full thread.

  4. Reply, Reply All, or Forward directly from the connected account that received the message. You can also compose a new email and attach files (under 10 MB each).

If a sender isn't in your CRM yet, use the Add Lead To CRM button in the message header to capture them straight from the conversation.

The CRM Inbox is the same tool as Unibox — see How to Use Unibox for the full guide.

From reply to pipeline

When a lead replies with interest:

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

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

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

To update a lead's Badge, open the campaign the lead came from and set it on the campaign's leads screen.

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.

Did this answer your question?