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.
4 articles
- đ SalesRevv Training: Inbox OverviewLearn how to navigate the SalesRevv Inbox, including inbox categories, saved views, paused clients, engagement history, conversation actions, contacting clients and the client quick view.
- đ SalesRevv Training: Contacting Clients & Logging ActivityLearn how to text and email clients from the SalesRevv Inbox, track SMS segments, use variables and templates, and log phone calls and in-person visits so Hailee has full context.
- đ SalesRevv Training: Client Profile & Controls in the InboxLearn how to use the client profile in the SalesRevv Inbox, including member health, customizing the view, pipeline pause and stop, Hailee's outreach and reply controls, and contact preferences.
- đ SalesRevv Training: Opt-In ControlsManage client communication permissions and compliance in the Opt-In section.