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📈 CRM & sales

What is the agency inbox?

The «Inbox» gathers incoming messages and replies (from forms, client email replies, etc.) in one place so nothing slips through. For now it's visible to the account owner.

  1. 1Open «Inbox» in the menu (Sales group).
  2. 2Review incoming messages; you can link them to a CRM contact.
  3. 3Reply from there; emails go out from your SMTP or the agency's if configured.

More in CRM & sales

How do I manage my contacts?›How do I create a «family» contact?›How do I run my sales pipeline (opportunities)?›How do I use follow-up tasks?›How do automations work?›

Still have questions? Write to us at hola@proposal.travel and we'll help.