Inbox
Shared rep–manager communication threads in one place.
The Inbox is where reps and managers hold shared communication threads — often tied to a specific deal. Open it from Inbox in the sidebar. Manage which notifications you receive from your notification settings.
What You See
A header shows your unread count and an Unread only toggle to filter the list.
The page is a two-column layout:
Thread list (left): every thread shows its subject (or "Deal conversation" when there's no subject), a preview of the latest message, the message count, the last-activity time, and a dot when there are unread messages.
Message viewer (right): select a thread to read it. You'll see the full conversation — your own messages aligned to the right, others to the left — plus the message count and, when the thread is tied to a deal, a link to that deal (and a "Deal archived" badge if it's been archived).
What You Can Do
- Filter to unread-only with the toggle
- Open a thread to read it — it's marked read automatically when you open it
- Mark read/unread manually with the button on the thread
- Reply using the compose box at the bottom (up to 2,000 characters), then Send
- Jump to the deal a thread is about from the thread's metadata
Who Can Access It
The Inbox is available to managers and reps — it's the shared space for their conversations.
Related Documentation
- Deals & Pipeline — threads are often tied to a deal
- Settings — manage notification preferences