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  2. CRM 2.0
  3. Inbox (Communications)

Inbox (Communications)

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  • How do I view an in-app notification?
  • How do I comment on a conversation?
  • How do I share a conversation?
  • How do I replay to a campaign?
  • How do I reply to a single Inbox conversation?
  • How do I move a reply to a conversation back to the Inbox?
  • Why do some conversations not contain a contact name (No Name)?
  • How do I use filters?
  • How do I view Campaigns (duplicate messages)?
  • How do I use Inbox pivots (views)?
  • How can I best manage the Inbox?
  • How do I update person's name and contact information while viewing a conversation?
  • How do I assign or create tags?
  • How do I bulk add or replace tags?
  • How do I assign a group of communications to a staff member?
  • How do I reply to multiple Communication items at once?
  • How do I print or email large batches of communications?
  • How do I select a Content Template to use when replying to a person from Inbound in Communications ?
  • How do I move outbound communication back into the inbound section?
  • How do I log a Message (Phone Call, USPS Mail, or Other)?
  • How do I convert a Communication item to a Service request?
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