How To Navigate The Inbox

Edited

The inbox mirrors your LinkedIn inbox. You will be able to manage your existing conversations all in one place.

Filters

You will be able to filter your messages depending on the conversation activity and even on whether your prospect/client has gotten back with a positive or negative answer:


In filters, you can also choose to see all messages in your LinkedIn inbox or only those messages coming from your campaigns:





Notes & Tags

Notes

You can add notes to your conversations with any information you want to add. This information will only be visible to you. To add notes in a conversation:

  1. Click on the conversation and on the right side of the screen click notes

  2. On the bottom of the page click on ADD NEW NOTE

  3. A window will be displayed. Please enter title and description of the onte

  4. Click ADD


Tags

You can also add tags to your conversations, you can choose between default tags and customizable tags. This way you can filter your chats easily.

Creating a tag

  1. Head over to the inbox and click on any conversation

  2. On the left side of the screen click on the tags tab

  3. Once in the tags tab, click on ADD NEW TAG at the bottom of the screen and a window will be displayed

  4. To create the tag, simply type the name of the tag on the field and click create new

    NOTE: if the tag is not created, the message create new will show. If the tag is already created, it will look for the tag so it can be selected.

  5. The created tags will show under the tags tab and you will be able to filter them as well.

Filter conversations by customizable tags

First, click on the tags icon

Then type the name of your tag, select the tag from the drop-down menu, and all conversations with that tag attached will show up:

Filter conversations by default tags

  1. Click on the tags icon

  2. Click on the drop down menu and all the default tags will be displayed

  3. Click on the desired tab and all the conversations with that tag will show up