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. Search, read-status, and sort controls query the full Inbox rather than only the threads currently loaded. Managers can also narrow the list by team or team member.
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 land on the newest messages and can load earlier history. Your own messages align to the right and others to the left. Context links take you to the related deal, action item, or meeting; archived deals are labeled.
What You Can Do
- Search and filter the full participant-scoped Inbox by text and read status; managers can also filter by team or team member
- Sort by most recent, oldest, or most messages
- 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 4,000 characters), then Send; drafts stay with their own thread
- Jump to linked context from the thread metadata
On a phone, the Inbox uses a single-pane list/conversation flow with a Back control instead of squeezing both columns together.
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