Inbox Actions

Take action on inbox messages: create deals, link contacts, set reminders, reply, and export.

How to get there: Go to Inbox in the top menu → open any conversation to see available actions.

Create Deal from Message

Turn a conversation into a sales opportunity:

1. Open a message in your inbox
2. Click Create Deal
3. Deal form opens with contact info pre-filled
4. Add deal name, value, and notes
5. Click Save

The deal is now linked to this contact and visible in your Deals pipeline.

Link or Create Contact

Connect messages to contact records:

Link Existing Contact

1. Open the message
2. Click Link Contact
3. Search for the contact
4. Select to link

Create New Contact

1. Open the message
2. Click Create Contact
3. Contact is created from message info (email/phone)
4. View the new contact profile

Once linked, you can see the contact's full history and details.

Set Reminders

Never forget to follow up:

1. Open a message
2. Click the Reminder (bell) icon
3. Select date and time
4. Optionally add a note
5. Save the reminder

Reminder Indicators

• Bell icon - Shows reminder is set
• Notification - You're alerted when reminder is due

Clear a Reminder

1. Click the reminder icon
2. Click Clear Reminder

Reply to Messages

Respond directly from your inbox:

1. Open the message
2. Type your reply in the compose area
3. Click Send

For email messages, your reply is sent as an email. For chat messages, it continues the conversation.

Export Inbox

Export your inbox data to Excel:

1. Apply any filters you want (status, assignee, date)
2. Click Export
3. Download starts automatically
4. Open the .xlsx file in Excel

What's Exported

• Message content
• Sender information
• Date and time
• Status
• Assigned team member
• Related contact info

Message Actions Summary

Related

• Inbox Overview - Basic inbox features
• Contacts - Manage contacts
• Deals - Manage your pipeline