The CRM inbox is where every inbound message lands — emails, conversion page submissions, and voice messages — before anyone has decided what they are. Triage here turns noise into pipeline.
View modes
- List — dense table view, best for scanning a large backlog.
- Inbox — card-based, threaded view, best for actually reading and responding.
- Command Deck — kanban-like layout grouped by triage status, best for team workflow visibility.
Filters
- Source — email, conversion page, or voice.
- Status — new, needs review, pending identification, failed, or converted.
Common actions
- Convert to lead — promote an inquiry into the leads pipeline. The inquiry stays linked.
- Convert to contact — capture the person without yet starting a deal.
- Mark reviewed — clear an inquiry that doesn't need follow-up (spam, off-topic, duplicate).
Tips
- Don't promote everything to a lead. Only inquiries you'd actually work belong in the pipeline. Mark the rest reviewed.
- If an inquiry is stuck in pending-id, look at the contact link before promoting — the parser may need help.