{"id":721,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-inbox\/"},"modified":"2026-10-12T15:08:29","modified_gmt":"2026-10-12T20:08:29","slug":"crm-inbox","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-inbox\/","title":{"rendered":"Read and reply in the Inbox"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>The Inbox holds every text and email written to your account, one conversation per contact, newest first.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Inbox<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Use the chips at the top to filter: All, Unread, Unclaimed, Texts, Email and Needs attention.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-inbox-1.webp?v=1791835708\" alt=\"Filter conversations with the chips\" width=\"1440\" loading=\"lazy\" \/><figcaption>Filter conversations with the chips<\/figcaption><\/figure>\n<\/li>\n<li>Click a conversation on the left to open it.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-inbox-2.webp?v=1791835709\" alt=\"Click a conversation on the left to open it\" width=\"1440\" loading=\"lazy\" \/><figcaption>Click a conversation on the left to open it<\/figcaption><\/figure>\n<\/li>\n<li>Press <strong>Open record<\/strong> to jump to the contact.<\/li>\n<li>If nobody owns the conversation, press <strong>Claim it<\/strong>. It stops alerting the rest of the team.<\/li>\n<li>When texting is on for your account, type in the box at the bottom and press <strong>Send<\/strong>, or press Enter.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Sending texts needs the texting upgrade, which is not open to every account yet. When sending is not available, the box explains why and links to the fix, such as Open Billing or Open Text registration.<\/li>\n<li>Texts come from your seat&#8217;s texting number.<\/li>\n<li>A message that did not go through is marked, with the reason when the carrier gives one.<\/li>\n<li>Unclaimed is only shown to owners and managers.<\/li>\n<li>Contacts on your do-not-call list cannot be texted.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Inbox holds every text and email written to your account, one conversation per contact, newest first.<\/p>\n","protected":false},"featured_media":1967,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/inbox","_rd_doc_source_id":"crm-inbox","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The Inbox holds every text and email written to your account, one conversation per contact, newest first.","footnotes":""},"rd_doc_category":[19],"class_list":["post-721","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/721","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/721\/revisions"}],"predecessor-version":[{"id":1969,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/721\/revisions\/1969"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1967"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=721"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=721"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}