Inbox
This section walks you through every aspect of the Inbox, from navigating the inbox layout and logging staff activity to managing conversation settings, pipeline actions, AI assistant controls, and opt-in management.
5 articles
📘 SalesRevv Training: Inbox SectionCentralize all client communication in SalesRevv’s Inbox for full visibility.
📘 SalesRevv Training: Logging and executing Staff ActivityLog calls and in-person conversations in the Inbox to give SalesRevv full context.
📘 SalesRevv Training: Pipeline Action ControlsControl client progress in Pipelines with pause, stop, or move actions in SalesRevv.
📘 SalesRevv Training: AI Assistant Controls for ClientManage Hailee’s outreach and reply settings in each client’s profile controls.
📘 SalesRevv Training: Opt-In ControlsManage client communication permissions and compliance in the Opt-In section.