Inbox

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:

Feed (left): threads and notifications interleaved by recency. Each thread shows its subject (or "Deal conversation" when there's no subject), a preview of the latest message, the last-activity time, and a dot when unread. Notifications use the same row shape with a type icon.

Detail pane (right): click a row to open it here. Threads show the message history and reply box. Notifications show the full title and message, with an optional link to the related deal, meeting, action item, or settings page. Meeting reminders that already have prep also show the coaching brief and agenda in the pane. On a phone, Inbox uses a single-pane list/detail flow with a Back control.

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 or notification in the right pane — unread items are marked read when you open them
• Mark read/unread manually with the button on a selected thread
• Right-click a thread or notification to open it, mark it read, or copy its link
• Reply on a selected thread 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 thread metadata or a notification's Open linked page action

Replying from an Email Notification

When your organization has enabled email replies, you can reply directly to a missed-message notification from your verified SMVue email address. SMVue adds the text-only reply to the same Inbox thread and notifies the other participants. Replies that include attachments are rejected; open Inbox to continue the conversation without attachments.

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