Your inbox is the hub for every conversation you have with customers. Any time you respond to a lead or send a new message, the full thread appears in your Messages so you can keep the conversation moving in one place.
How to send a message
Click Marketing in the main navigation menu.
Click Messages.
Click the customer you want to message.
Type your message, or click Use saved replies to use one of your pre-saved messages.
Optionally, click the paperclip icon to upload an attachment to your message.
Click Send.
Stay organized with message filters
Filters help you sort conversations so you can quickly find what you need and focus on the right customers. You can filter threads by message type or by the job’s status.
Filters and what they mean
Filter | What it’s for |
All messages | Shows every conversation in your inbox |
Unread | Messages you haven’t opened yet |
Archived | Messages you've archived because you no longer need them front-and-center |
Starred | Messages you’ve marked as important or want to find quickly later |
Sent quotes | Messages where you’ve sent a quote and are waiting to hear back |
Job status filters
Filter | What it’s for |
Pending | Leads that haven’t been updated with a status yet |
Job confirmed | Jobs you’ve marked as hired or officially booked |
Job done | Jobs you’ve marked as completed |
Not hired | Leads that didn’t result in a booking |
Use these filters anytime you want to clean up your inbox, prioritize new leads, or track the progress of active jobs. Keeping your messages organized ensures you never miss an opportunity and always stay in sync with your customers.