Keep your messages organized and never miss an important conversation. Here's how to manage your messaging inbox effectively.

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Accessing Your Inbox

1. Click Messages in the navigation menu
2. Or click the message icon/notification
3. Your inbox opens showing all conversations

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Inbox Overview

Desktop Layout

Three-column view:

• Left panel: Conversation list (newest first)
• Center panel: Selected conversation messages
• Right panel: User info and lead context

Mobile Layout

• Tap Messages from navigation
• See conversation list
• Tap any conversation for full-screen view
• Back button returns to list

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Conversation List

Each conversation shows:

Element	Information
User avatar	Profile picture
User name	Who you're chatting with
Preview	First line of last message
Time	When last message was sent
Unread badge	Number of unread messages
Favorite star	If you've favorited this conversation

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Filtering Conversations

Use filter tabs to organize:

All

Every conversation, sorted by most recent activity.

Unread

Only conversations with unread messages. Great for catching up.

Favourites

Conversations you've starred. Important contacts at a glance.

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Searching Messages

Finding Conversations

1. Click the search icon or search bar
2. Type a name, keyword, or phrase
3. Matching conversations appear
4. Click to open

Search Tips

• Search by person's name
• Search by keywords in messages
• Search by lead request name

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Marking as Read/Unread

Mark as Read

• Opening a conversation marks it as read
• Or right-click → Mark as Read

Mark as Unread

To come back to it later:

• Right-click the conversation
• Select Mark as Unread
• Unread badge reappears

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Favouriting Conversations

Mark important contacts for easy access:

To Favourite

1. Open the conversation
2. Click the star icon in the header
3. Or right-click → Add to Favourites

To Unfavourite

1. Click the star again
2. Or right-click → Remove from Favourites

Using Favourites

• Filter to Favourites tab
• Quick access to key contacts
• Won't get lost in busy inbox

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Archiving Conversations

Keep inbox clean without deleting:

To Archive

1. Right-click the conversation
2. Select Archive
3. Conversation moves to archive

Viewing Archived

1. Look for Archived section or filter
2. Old conversations still accessible
3. Search still finds archived messages

Unarchiving

1. Find in archived section
2. Right-click → Unarchive
3. Returns to main inbox

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Deleting Conversations

To Delete

1. Right-click the conversation
2. Select Delete
3. Confirm deletion

Important Notes

• Deleted conversations cannot be recovered
• Both sides lose the message history
• Consider archiving instead

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Unread Count Badge

Where It Appears

• Messages menu item: Total unread count
• Individual conversations: Per-conversation count
• Browser tab: May show notification count

Clearing Unreads

• Open and read conversations
• Or mark as read without opening
• Badge updates in real-time

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Message Status Indicators

Sent ✓

Your message has been sent to the server.

Delivered ✓✓

Message reached the recipient's account.

Read (if available)

Recipient has viewed the message.

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Inbox Best Practices

Daily Habits

1. Check messages at least once daily
2. Respond to unread messages
3. Archive completed conversations

Organization

1. Star important contacts
2. Archive finished discussions
3. Keep inbox focused on active conversations

Response Time

• Aim to respond within 24 hours
• Set expectations if you'll be delayed
• Use "mark as unread" for reminders

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Troubleshooting

Messages Not Loading

1. Refresh the page
2. Check internet connection
3. Try logging out and back in
4. Clear browser cache

Missing Conversations

1. Check archive
2. Search for the person's name
3. Check filters (may be filtered out)

Notifications Not Matching

1. Refresh to sync
2. Messages may be in different filter
3. Contact support if persistent