Keeping your main inbox clean, up-to-date, and organized just got easier! With our "Clear from Inbox" action, you can now move linked emails from your main Communications inbox to their designated event dashboard inbox. Now you can keep that main inbox organized and find your event/lead emails with ease.
Important to note: Using the "Clear from inbox" action does not delete or archive your emails. The emails must also be linked to an event or lead for the "Clear from Inbox" action to work. Clearing the emails from your main communications tab is only moving them to the communications dashboard within the event it is linked too. You can find these emails in the event/lead communications dashboard, or in the quick view filter in the main communications tab after you have cleared them.
- Click into your main Communications tab on the left side of your screen.
- In order to use the "Clear from inbox" action, you'll want to make sure the emails are linked to the appropriate event/lead. (If you need to unlink and relink to a different event/lead, you can do so within the "Action button" in the email)
- When you are ready, click the "Action" button on the selected email and click "Clear from Inbox".
- You'll get an extra notification to remind you and your team that the email will not be deleted, just moved! Click "Save" to continue.
*You can also quickly move multiple emails out of your main inbox by selecting the boxes and clicking "Clear from Inbox" in the Action panel on the left.
Where to find the emails you just cleared from your main inbox:
You can find the emails in their new location- the communication tool within their assigned/linked event or lead. Now you can keep the emails in their assigned event, making it easier to stay organized between your events and leads.
You can also go back into your main Communication tab and search for emails by event. This will pull up all emails with that event/lead tag and make it easy to view every email for that certain event.
Step-by-Step Walkthrough with Scribe
Check out our Step-by-Step walkthrough of this tool by clicking on the link below.
Be sure to click on the "guide me" button to view the steps and your screen at the same time, making it easier to follow along.