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Overview of Inbox Management

Dive into the intricacies of inbox management within Aesthetix CRM with this comprehensive guide. Learn how to navigate your inbox effectively, from organizing messages to prioritizing communications. This tutorial provides a step-by-step overview of the various features and functionalities available in your inbox, empowering you to streamline your workflow and stay on top of your communications. Whether you're managing client inquiries or team collaborations, this guide ensures you make the most of your inbox to enhance productivity and drive business success.

INTRODUCTION

Your Inbox is like a main control center where you handle all your conversations with customers. It's where you manage emails, calls, messages from Facebook and Instagram, Google reviews, and web chats. Your team can reach out to contacts through phone calls, texts, emails, or social media, all from this one place. This makes your communication much easier and faster.

1. Begin by selecting the 'Inbox' option.

1 Firstly, click here.

2. Now, move to the 'Message Panel'.

2 Once that's done, click on "Latest-All".

3. Let's check the 'Conversation Header' for details.

3 Next up, click on "Selena Felix".

4. Next, explore the 'Conversation Panel' for messages.

4 Click on "Apr 27th, 2024".

5. Open 'Contact Details Panel' for contact information.

5 Next, click here.

6. Then, head to the 'Appointments Panel' to view any upcoming schedules.

6 Click on the element.

7. Finally, click on the 'Opportunity Panel' to check business prospect details.

7 Following that, click on the element.

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