Help centre › Contacts, inbox & tasks
Use the inbox
Read and reply to emails, texts and calls, assign conversations and leave internal comments.
Updated 7 October 2026
Find conversations
Open Inbox from the side menu. The left column lists your mailboxes and channels (email, SMS, WhatsApp, calls). Select a conversation to read it.
Reply
Choose Email, SMS or WhatsApp, write your message and press Send. Emails show ✓ Sent, ✓ Delivered, opened and clicked status.
Comment privately
Choose Comment to leave a note for your team. 🔒 Only your team can see comments.
Close and reopen
Press Close conversation when it's dealt with, and Reopen if it comes back.
Was this helpful?
✓Thanks for your feedback. Sorry it didn't help. Contact support and we'll sort it out.
Related articles
Companies and contactsOne shared address book for suppliers and buyers, with Companies House details.Connect your Microsoft 365 or Google mailboxSend from your own address and get replies back onto the contact.My tasksEverything waiting for you, in one list.Choose your email notificationsTurn emails on or off, or get a daily digest.
