What is the inbox in the CRM?
One inbox on every plan with one thread per person, gathering portal enquiries, Housing Market Cloud and Ads leads and the email you send from the CRM.
The inbox lists the people you are talking to, newest first, and opens one thread for each of them, whichever way they reached you:
- Enquiries on your portal listings, and your replies
- Form submissions from Housing Market Cloud sites
- Leads from Housing Market Ads
- Email you have sent from the CRM
Reply from the thread: on the portal, in the enquiry's own conversation, or by a one-to-one email. Search finds a person or a message, and read and archived are kept per person using the inbox, so a colleague's reading does not mark a thread read for you.
Your own Gmail or Microsoft 365 mailbox and WhatsApp messages are not in the inbox yet; both are being built.