Navigating your inbox in Invelo

The Invelo Inbox gives you a centralized place to manage your communications with leads and prospects. From the Inbox, you can view your Gmail, SMS, and phone conversations, search through communication history, respond to messages, and quickly access the associated contact and property records in your Invelo database.

If you're new to the Inbox, we recommend starting with our Getting Started with the Invelo Inbox guide.

Inbox Layout

When you open the Inbox in Invelo, you'll see three columns:

1. Inbox and communication list — The left column contains your inbox filters and a list of your communication logs.
2. Communication history — The middle column displays the conversation history for the selected contact and allows you to respond or forward messages.
3. Contact record — The right column displays the contact record associated with the selected communication.

This three-column layout allows you to quickly move between your conversations and the contact or property information associated with them.

First Column: Inbox Filters and Communication Logs

The first column is where you can filter your communications and browse your inbox. From here, you can choose which inbox or account to view, search for specific conversations, and filter messages by status, contact, or communication type.

1. Inbox filter
   At the top of the column, you'll find the Inbox filter. If you have multiple Gmail integrations or smrtPhone accounts connected to Invelo, you can use this filter to select a specific inbox or account. This allows you to see which communications are associated with each connected account.
   

2. Read and Unread Filter
   Use the Read/Unread filter to switch between:
   Unread — View communications that haven't been read yet. 
   Read — View communications that you've already opened.

    

   This makes it easier to identify conversations that still need your attention.
   

    

3. Send Email
   Click Send Email to open the email composer. From there, you can create and send a new email without first opening an existing conversation.
   

4. Search
   Use the Search bar to find specific conversations using keywords or contact information. For example, you can search for a contact's name or a keyword that appears in the communication history.
   
   

5. Contacts Filter
   Use the Contacts filter to narrow your inbox to communications associated with a specific contact. This can be useful when you want to quickly find all available communication history for a particular lead or prospect.
   

6. All Types
   The All Types filter allows you to filter communications by channel:
   All — View all available communication types.
   Email — View email conversations.
   SMS & Calls — View SMS and phone communications.
   
   Use this filter when you want to focus on a specific type of communication. 
   
   
   

7. Communication logs
   This is where you'll be able to see and select the communication logs that you have in your inbox.
   

Second Column: Communication History

The middle column displays the communication history for the contact or conversation you've selected.

Here, you can review previous messages and interactions to get the full context of your conversation with the contact.

• Reply to a Message
  To respond to a conversation, click Reply. Depending on the type of communication, Invelo will open the appropriate composer, such as the Send Email or Send SMS modal. You can then enter, review, and edit your message before sending it.
  

   

• Forward a Message
  Click Forward to forward an email message to another recipient. You can enter the recipient and make any necessary changes to the message before sending it.

Third Column: Contact Record

The third column displays the contact record associated with the selected communication.

This gives you quick access to important information about the contact without requiring you to leave the Inbox.

• View the Contact Record
  Click the Contact button to open the contact's record in your Invelo database. From the contact record, you can access additional information and manage the contact as needed.
  

   

• View the Property Record
  If the contact is associated with a property, click the Property button to open the property's record in your Invelo database. This makes it easy to review the property associated with the conversation while you're communicating with the contact.
  

   

• Contact Information
  The contact panel provides an overview of information associated with the contact, including:
  

  • Phone numbers
  • Email addresses
  • Mailing addresses
  • Related properties
  • Recent conversations
  Having this information available alongside your communication history makes it easier to understand who you're communicating with and the properties associated with that contact.

Manage your communications more efficiently

The three-column Inbox layout is designed to keep your conversations, communication history, and contact information accessible in one place.

Use the filters in the first column to find the right conversation, review and respond to messages in the second column, and use the third column to quickly reference the associated contact and property records.

With these tools, you can spend less time switching between different areas of Invelo and more time staying connected with your leads and prospects.

Need Support?

If you have questions about navigating your Inbox or need help with your Gmail or smrtPhone communications, we're happy to help.

Send us a message through the in-app chat, or email our support team at support@inveloapp.com.