Where do I find my Inbox? Hover over the left side panel and click Inbox. ▶ How to Open Your Inbox — 0:00
What are the three Inbox tabs?
External holds your sellers, buyers, agents, and vendors. Internal is team chat. List Stacking is communication with prospects in the List Stacking module. ▶ How to Open Your Inbox — 0:13
I cannot find a conversation. Where has it gone?
Check which tab you are on. Team chat is under Internal and prospect communication is under List Stacking, not External. If it is still missing, it may have been archived. ▶ How to Open Your Inbox — 0:13
What do the figures at the top of my External inbox mean?
They show what needs attention — abandoned leads, leads with open communication, appointments scheduled, and tasks assigned. ▶ How to Open Your Inbox — 0:52
What do the letters beside each conversation mean?
They are the contact type. S is seller, B is buyer, A is agent, V is vendor. ▶ How to Open Your Inbox — 1:22
How do I filter my Inbox by sellers?
Click Add a Filter, choose Contact Type under Add Parameters, select Seller, and click Continue. Then choose whether to save the filter or apply it without saving. ▶ How do I filter Inbox by sellers? — 0:00
How do I filter my Inbox by buyers?
The same steps — Add a Filter, Contact Type, then Buyer, then Continue. This is how you separate dispo conversations from seller follow-up. ▶ How do I filter Inbox by buyers? — 0:00
Can I filter my Inbox by agents or vendors?
Yes. Same steps, choosing Agent or Vendor at the contact type step. ▶ Filter Inbox by Contact Type — 0:00
My filter is not doing anything.
Check you clicked Continue after choosing the value. Selecting the contact type on its own does not apply the filter. ▶ How do I filter Inbox by sellers? — 0:00
How do I archive a conversation?
Click the three dots on the conversation and choose Archive. It disappears from your inbox but is not deleted. ▶ How to Archive Inbox Conversations — 0:00
A conversation has disappeared from my inbox. Is it deleted?
No. It has almost certainly been archived. Filter by Activity Status and Archived to find it again. ▶ How to Archive Inbox Conversations — 0:00
How do I unarchive a conversation?
Filter by Activity Status and Archived, click the three dots on the conversation, and click Unarchive. ▶ How to Unarchive Conversations — 0:00
I unarchived a conversation but still cannot see it.
The archived filter is still applied, so you are looking at archived conversations only. Remove the filter. ▶ How to Unarchive Conversations — 0:00
How do I reply to a text from my Inbox?
Open the conversation and type under the Message tab, or hover over the contact's information and click the message icon. Add your message or pick an SMS template, then send or schedule it. ▶ How to Respond to an Inbox Text — 0:00
My reply will not send and I get an error.
Check that the sending from number is selected. This is the most common cause of a failed reply. ▶ How to Respond to an Inbox Text — 0:00
Can I schedule a text instead of sending it now?
Yes. Write the message and choose to schedule it for a later date and time. ▶ How to Respond to an Inbox Text — 0:00
How do I return a missed call from the Inbox?
Open the conversation, hover over the contact's information, and click the call button. You can change the number you are calling from in the same place. ▶ Return a Missed Call From Inbox — 0:00
Internal Team Chat
How do I chat with my team inside REsimpli?
Go to Inbox and click Internal. All your team conversations are there, private and group. ▶ Using Internal Inbox for Team Chats — 0:09
How do I start a one-to-one chat with a team member?
On the Internal tab, start a chat, select a single team member, and click Add Users. ▶ How to Start a One-on-One Internal Chat — 0:00
Is a one-to-one internal chat private?
Yes. The messages are accessible only to the two people in the conversation, not to the rest of the team. ▶ How to Start a One-on-One Internal Chat — 0:00
How do I create a group chat?
Click the new chat button, then Add New, select more than one team member, and click Add Users. ▶ How to Create Group Internal Chat — 0:00
What decides whether I get a private chat or a group chat?
The number of people you select. One person gives a private chat; more than one gives a group. ▶ Using Internal Inbox for Team Chats — 0:32
Can I add more people to a chat after creating it?
Yes. You can add people to a conversation at any time, and the chat shows how many people are in it. ▶ Using Internal Inbox for Team Chats — 0:44
How do I reply to one specific message in a busy chat?
Hover over that message and start a thread. Your reply is added under the message instead of posting at the bottom of the conversation. ▶ Using Internal Inbox for Team Chats — 0:58
Can I mention a specific team member?
Yes. Mention them in the message so they know it is for them. ▶ How to Create Group Internal Chat — 0:00
Can I pin or flag a team conversation?
Yes. Both are available on the conversation, along with a view of the files shared on that thread. ▶ Using Internal Inbox for Team Chats — 0:58
Can I translate a message to Spanish?
Yes. Translation to Spanish is available on a message, alongside emojis and attachments. ▶ Using Internal Inbox for Team Chats — 1:43
How do I attach a file in an internal chat?
Add your message text, click the attachment icon, choose your file, and send. ▶ How to Attach Files in Internal Chat — 0:00
Where do I find files someone shared earlier in a chat?
Open the files section on the conversation rather than scrolling the message history. Clicking a file opens it on a separate page. ▶ How to Attach Files in Internal Chat — 0:00
Who can see files shared in a group chat?
Everyone in the chat, including anyone added to it afterwards. ▶ How to Attach Files in Internal Chat — 0:00