Use the Inbox
The Inbox brings texts, calls and voicemail with each contact into one conversation. Needs you shows what is waiting on a reply or a callback.
Views
Needs you lists conversations waiting on you: a new text with no reply yet, or a missed call that has not been called back.
All, Recent (the last 7 days) and Starred.
Filter by texts, calls, missed calls, voicemail or connected calls, and Search name, number, or message.
Work a conversation
Open a conversation to see the full history in the middle and the lead's details on the right. From the conversation you can:
reply by text, or call,
snooze it (Later today, Tomorrow, Next week, or a custom time),
mark it done, star it, or Mark as unread,
Remove from Inbox to hide it. It comes back if there is new activity. Nothing is deleted.
Select several conversations to mark them read or unread, star them, or remove them in one go.
Someone not in your CRM
A conversation with an unknown number shows Not in your CRM yet. Choose Add as lead to create a lead for them.
Keyboard shortcuts
| Key | Action |
|---|---|
| J or Down arrow | Next conversation |
| K or Up arrow | Previous conversation |
| C | Call |
| E | Mark done (when it needs you) |
| S | Snooze until later today (when it needs you) |
| Esc | Close the conversation |
Last reviewed October 1, 2026.
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