Managing Your Inbox

How to keep a busy clinic inbox under control — so nothing is everyone’s job and nothing is no one’s.

What you will learn

  • Working the Unread, Unassigned and Mine filters
  • Searching across every conversation
  • Assigning owners, applying labels and starring
  • Closing and reopening conversations
  • Creating shared Views — saved filters for the whole team

All client names and conversations shown in this lesson are fictional sample data from Engage’s built-in demo inbox.

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