How to manage your inbox: complete, read, spam and search

A clean inbox is one that only has what's pending. These are the actions to keep it that way.

Complete and mark as read

• When you open an email it's marked as read, if your administrator has set up that status. Mark as unread puts it back as unread. The red circle next to Inbox counts what you haven't read.
• Mark as done (the check icon) moves it to Completed. From there you can Undo completion.

To do it with several messages at once, tick their checkboxes: a bar appears with Mark as completed, Mark as read (only in Inbox), Spam, Delete and Clear selection.

Delete

Delete this message removes the email from your inbox and also from the mailbox (Gmail, or Outlook if your account has it enabled). It asks for confirmation first.

Spam

Mark as spam marks the contact as spam in your CRM: the message disappears and their future emails don't enter the inbox. It can't be done with contacts classified as customer, internal or supplier.

To undo it, click Spam / No AI / Family / Attachments, at the top of Inbox, and choose Remove from Spam. That same window manages the contacts marked as "No AI" and the attachments you've marked as spam (for example, the logo in someone's signature).

See what you've sent

The Sent tab gathers the emails and messages you've sent, from any channel. It's read-only: you can't delete or complete them from there.

Search

Type in Search in this section… and press Enter. You'll see the notice "↵ Press Enter to search" while there's text that hasn't been searched yet. The search happens within the tab you're on (Inbox, Completed or Sent). To see everything again, clear the field.

If you have several email accounts connected, the Account: filter lets you see all of them or just one. And the Refresh messages icon reloads the inbox.