Inbox triage helps your team decide which customer emails need a reply, a task, or a CRM update.

What this feature is for

• Inbox triage helps your team decide which customer emails need a reply, a task, or a CRM update.

When to use it

• Several customer messages arrived since the last review.
• You need to route replies without losing customer context.

Do it manually

1. Open Customers and choose Inbox.
2. Filter or scan unread and recent threads.
3. Open the customer record before replying to important messages.
4. Create tasks for messages that need owner follow-up.
5. Archive, close, or mark handled only after the next action is clear.

Ask Faster AI

Review recent customer email threads. Group them by urgent reply, task needed, waiting on customer, and no action. Draft replies only where useful and do not send them.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of triage customer email threads.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Compose customer email from a record
• Create customer tasks and reminders