Run your day from the Sales Inbox
The Sales Inbox groups communication by person and deal so a rep understands the full conversation without opening five tools.
Open the Sales Inbox
Use the views — Open conversations, Needs reply, Unread, Calls, Texts, Emails, Voicemails — to focus the session.
Work a conversation
Open it to see the full person-and-deal history. Mark read or unread, assign it to a teammate, or open the connected deal.
Record the outcome
Calls and voicemails can require an outcome — Connected, No answer, Voicemail left, Callback requested, and more. Outcomes land on the deal timeline.
Schedule the follow-up
The Follow-up button creates a reminder on the connected deal — which also surfaces it in the My follow-ups Smart List.
Resolve it
Resolving moves the conversation to Resolved (with Undo). A new incoming call or text automatically reopens it.
Why It Matters
Curative deals are won in conversations with heirs, attorneys, and owners. One queue means nothing gets missed and every touch is on the record.