Overview
The Inbox is where all your communication lands — messages and calls with sellers, buyers, agents and vendors, chat with your own team, and conversations with prospects in List Stacking.
It is split into three tabs, one for each of those.
Steps
Step 1: Open the Inbox
Hover over the left side panel and click Inbox.
Step 2: Understand the three tabs
Tab | What it holds |
External | Communication, tasks, and appointments for your sellers, buyers, vendors, and agents. |
Internal | Chat with your own team — private messages and group chats. |
List Stacking | Communication with prospects in the List Stacking module. |
The External Tab
Step 3: Read your overview
At the top you will see the figures that tell you what needs attention:
Abandoned leads
Leads with open communication
Appointments scheduled
Tasks assigned
Step 4: Tell contacts apart
Each conversation is marked with a letter showing the contact type:
Icon | Contact type |
S | Seller |
B | Buyer |
A | Agent |
V | Vendor |
Click into a conversation and you will also see the contact type on the record itself.
Step 5: Filter by contact type
To show only one kind of contact:
Click Add a Filter.
Under Add Parameters, select Contact Type.
Select Seller, Buyer, Agent, or Vendor.
Your inbox now shows only those conversations.
To go back, click the button to remove the filter and all your conversations return.
This is how you separate seller conversations from dispo conversations.
Step 6: Filter by activity status
You can also filter by status to show only conversations that are:
Read
Unread
Flagged
Archived
The Internal Tab
Step 7: Chat with your team
The Internal tab holds your conversations with team members.
Step 8: Start a conversation
Click the new chat button.
Click Add New.
Choose a specific team member for a one-to-one, or select several people to create a group chat.
Step 9: Manage a conversation
You can mark a conversation as unread to come back to it, or archive it to clear it out of view.
The List Stacking Tab
Step 10: See prospect communication
The List Stacking tab shows all your communication with prospects in the List Stacking module, separate from your leads and contacts.
Important Notes
The three tabs keep different conversations apart. External is your market, Internal is your team, List Stacking is your prospecting.
The letter icons — S, B, A, V — tell you who you are talking to without opening the conversation.
Filtering by contact type is how you separate seller and buyer communication, which otherwise sit together in the same list.
Marking as unread is useful as a to-do marker when you have read something but cannot deal with it yet.
The figures at the top of the External tab — abandoned leads, open communication, appointments, tasks — are a quick read on what is being neglected.
Troubleshooting
You cannot find a conversation
Check which tab you are in. Team chat is under Internal, and prospect communication is under List Stacking, not External.
Your inbox is cluttered
Filter by contact type, or by activity status to hide anything already read or archived.
You are not sure who a conversation is with
Look at the letter icon — S for seller, B for buyer, A for agent, V for vendor.
You want to come back to a message later
Mark it as unread.
You want to start a group conversation with your team
Go to Internal, click the new chat button, then Add New, and select more than one team member.
Summary
You opened your Inbox from the left side panel and found three tabs: External for sellers, buyers, agents and vendors, Internal for your team, and List Stacking for prospects. You read the overview figures, used the S, B, A and V icons to tell contacts apart, filtered by contact type and activity status, and started one-to-one and group chats with your team.