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Salesflow 2.0
In-app Inbox
In-app Inbox

Manage your Linkedin communication through our inapp inbox

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Written by CS Team
Updated over a week ago

How does Salesflow in-app inbox work?

Salesflow in-app 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:
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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
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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
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  3. Once in the tags tab, click on ADD NEW TAG at the bottom of the screen and a window will be displayed
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  4. To create the tag, simply type the name of the tag on the field and click create new
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    ​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.
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  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
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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:
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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
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  3. Click on the desired tab and all the conversations with that tag will show up

Manage your Tags

In order to manage your contacts’ tags click on on the three dots on the upper right corner of the contacts list and you will see Add/Remove tags and Delete tags

When clicking any of the options, you will have the option to either add tags to multiple contacts or remove tags from multiple contacts at the same time.

How can you do this?

1. Add tags

  1. Click on the three dots & click on Add/Remove tags

  2. Select all the contacts you wish to add a tag to.

  3. Click on the plus [+] icon

  4. Select a default tag, an already created tag, or create a new tag

  5. Click ADD

2. Remove tags

  1. Click on the three dots & click on Add/Remove tags

  2. Select all contacts that you wish to remove a tag from.

  3. Click on the minus [-] icon

  4. You will be shown all tags attached to your selected contacts

  5. Select the tags that you want to remove, or remove all.

  6. If tags were selected, click REMOVE

We hope you found this article helpful! In case you have any questions or need any further assistance, please do not hesitate to reach out through our support chat or via email at support@salesflow.io

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