Introduction
The Inbox section is the central hub for all client communication in SalesRevv. It consolidates text messages, emails, phone calls, and logged in-person communication into a single view, so your team and Hailee always have full visibility into every client interaction.
What the Inbox Section Does
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Color Breakdown in the Inbox
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Additional Features
Segment usage and alerts are shown at the bottom of the inbox to track usage and avoid overages.
Quick profile view is available in the inbox; click a client’s name for the full profile.
New messages can be created directly from the inbox with text, emojis, images, variables, or templates. Messages can also be scheduled for a future date and time.
Why This Matters
The Inbox keeps all interactions in one place. This creates a seamless workflow for managing client communication while keeping Hailee aligned with team activity.
Pro Tip: Use the Starred folder for conversations that need extra monitoring — it helps staff stay on top of priority clients without cluttering the Engaged view.