The Shared Inbox in Housing Market One: Unassigned and Team
Tutorial 8 of 8 · 58 s
The shared inbox in Housing Market One is for brokerages. It shows two lists: the contacts nobody has been given yet, and the latest conversation with each contact owned by another agent in your office. This tutorial opens Settings, opens the shared inbox, reads the two lists, shows what each row tells you (the contact, the latest message, the channel, when it arrived and which agent has it), and explains that the inbox is read only: replying, giving a contact to an agent and archiving are done in the CRM for now. The screens in this video are illustrations drawn from the real app with invented contacts and invented messages. Housing Market One is new (Beta).
In this tutorial you will learn
- Where the shared inbox is in Housing Market One
- What the two lists show
- How to read a row: contact, message, channel, time and agent
- That replying and giving a contact to an agent are done in the CRM for now
Follow along: the steps
- In Settings, a Brokerage account has the Shared inbox.
- Select Open the shared inbox.
- The first list is the contacts nobody has been given yet.
- Only an account administrator sees this list.
- Each row shows the contact, the latest message, the channel and when it arrived.
- The second list shows the conversations of your team.
- The latest message with each contact owned by another agent, newest first, with the agent.
- The inbox is read only. Replying, giving a contact to an agent and archiving are done in the CRM for now.