Every text, email, and social message lands in one inbox, called Conversations. Checking it is half of your daily job, so here's how to work it fast.
Open the inbox
Click Conversations in the left menu. On your phone, open the LeadConnector app and tap the conversations icon. See the Mobile App Quick-Start if you haven't set it up yet.
Pick the right tab
The tabs at the top left change what you see.
- Unread shows new messages and anything you marked unread. Start here.
- Recent shows your latest conversations.
- Starred shows conversations you flagged as important.
- All shows everything. If you think a message is missing, look here.
Use the search bar to find someone by name, email, or phone number.
Reply by text
- Click the conversation.
- Click SMS at the bottom of the conversation window.
- Type your message.
- Click Send.
To attach a photo or a document, click the paperclip icon before you send.
Reply by email
- Click the conversation.
- Open the channel selector in the message box and pick Email. The box opens on SMS by default, so switch it before you type.
- Add a subject, write your reply, and click Send.
Keep the inbox clean
- Star a conversation you need to come back to.
- Mark as unread if you opened it but can't answer yet.
- Archive a conversation when it's done. It moves out of the main view, and you can bring it back later.
Be careful with Delete. It's permanent and can't be undone.
FAQ
Can I see my call history here?
Yes. Calls show up in the conversation with that contact, along with texts and emails. In the mobile app, tap the conversations icon to see them.
Why did a message skip the Unread tab?
Something marked it as read before you saw it. Auto-replies sent from outside the system can do this. Check the All tab. For Facebook and Instagram, see Facebook and Instagram Messages Not Showing as Unread?
Can my team reply from the same inbox?
Yes. Your plan includes up to 5 users. Each user can see every conversation, or only the ones assigned to them. We set that up the way you want it, so just tell us.