Skip to content

Inbox and conversations

How to triage the inbox every day

This section covers how teams should work the shared inbox and why PageCRM keeps conversation work attached to contacts and ownership.

Teams should not use the inbox as a passive message archive. The inbox should be treated as an operational queue. New, unread, unassigned, and overdue conversations should be visible and worked first.

A strong inbox routine is short and repeatable: review what is new, assign what is unowned, reply where context exists, and convert commercial conversations into contact or pipeline work quickly.

Key points

  • Work newest and unread conversations first.
  • Move stalled threads into the right owner or next action instead of leaving them floating.
  • Check release notes when the inbox UI changes so the team does not mistake a redesign for a bug.