Inbox & Tasks

Inbox (`/inbox`)

Daily queue toward Inbox Zero — new leads, overdue tasks, and recent comms you logged/sent. Not a Gmail/voicemail mailbox (that comes later).

Mine / Team scopes
Folders: Inbox (open, unassigned conversations), Assigned, Closed (reopen anytime)
Unread filter + nav badge; opening a row marks it read; Mark unread to come back
Type filter: All / Leads / Tasks / Emails / Texts / Calls
3-pane: list · thread + compose · person summary
Note / email / text / log call in place; Send & close
Inbox notes stay on the conversation (not the lead timeline)
Select several rows: read, unread, close, reopen, claim
Assign conversation: click Me / current assignee (upper right) → search and pick a teammate. That is separate from the lead’s assigned agent. The row moves to Assigned; the teammate is notified (in-app, and email if their Settings allow). There are no named team inboxes yet.
If you are not the lead’s assigned agent (or a team admin), you still see the thread but the lead profile is hidden.

Click the name to open the full person record (when you can view the profile).

All open tasks with filters:

Complete tasks here or from My Day / the person rail. Each row links back to the person.