Using the unified Inbox

The Inbox is where every inbound reply lives - texts, emails, and missed/completed calls. Instead of bouncing between five tools, you work every conversation from one screen.

The three-panel layout

• Left. Conversation list, grouped by investor and sorted by most recent activity.
• Center. The message thread for the selected conversation.
• Right. The investor's profile - useful to confirm you're talking to the right buyer and see their buy box.

All three panels are resizable; drag the dividers to match your workflow.

Filtering the conversation list

Use the tabs above the list to switch between All and Unread conversations.

The filter button lets you narrow further by Assigned to (which teammate owns the conversation) and Listings (only conversations tied to specific listings). The search bar finds matching messages in any conversation.

Replying

The message input at the bottom of a thread supports SMS, email, and making a return call - whichever channel matches the conversation. For SMS and email:

• Use Templates to insert a saved message
• Use the smart-tag picker to auto-fill name, property, company, etc.
• Attach files (email only)
• Pick which outbound phone number or email alias to use (if you have more than one)

Scheduling a reply

Don't want to text at midnight? Click the dropdown next to Send and choose Schedule. The message will queue and send at the chosen time. Scheduled messages are editable until they go out.

Connection status

If the live push connection drops, the Inbox surfaces a brief toast. New messages still arrive on the next reload — the toast just lets you know whether real-time updates are flowing.