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The inbox basics (All enquiries and my enquiries)
The inbox basics (All enquiries and my enquiries)

Understand the basics of your inbox

John King avatar
Written by John King
Updated over 3 years ago

When you receive an email notification for a new enquiry and click the link in the email, you will arrive at that enquiry in your inbox.

In the inbox when you log in you will see 2 tabs at the top.

All enquiries


This tab will show you all your enquiries. This means any enquiries that have come in from your enquirybot or that have been added in manually. It doesn't matter which pipeline they are in, they will all show here.

All team members will see this when they login.

My enquiries


This tab will show you any enquiries that are being sent to you by way of email notification and any enquiries that are assigned to you. This will allow you to see only enquiries that you are dealing with.

It's important to note the difference between "Sent to you" and "assigned to you."

Sent to you means those enquiries where you are getting an email notification when the enquiry comes in (multiple team members can be sent the same types of enquiries).

Assigned to you means those enquiries that have been either automatically or manually assigned to you. An enquiry can only ever be assigned to one person at a time.

If you want the "My enquiries" tab selected by default when you come to you inbox simply click on "My enquiries" and hover of the tab with your mouse. Then click the "pin as default" icon.

To remove it and default back to the all enquiries tab, hover over it again, and click the icon again.
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