Keep the inbox clean until a message becomes a lead.
This page describes the intended inbox workflow: review incoming messages, retain their context, and move qualified conversations into the lead pipeline. Confirm provider availability and permissions with Manage Ease before relying on a connection.
Request DemoDesigned for human review first
Planning guidance for message review and lead handoffs. These descriptions do not establish that every provider or AI action is available.
Separate inbox
Review messages before they clutter CRM or create work that is not qualified yet.
Learn more →Move to lead
Promote a conversation into the lead workflow with title, summary, source, and contact context.
Learn more →AI summaries
Use AI assistance to summarize intent, next steps, and possible lead signals as the workflow matures.
Learn more →Provider by provider
Discuss Microsoft 365 email availability before adding other providers and channels through the same communication model.
Learn more →Tenant scoped
The intended model lets each tenant manage its own addresses, credentials, scopes, status, and channel availability.
Learn more →Future automations
Draft replies, routing suggestions, lead scoring, and reminders can be layered in after the core connection is reliable.
Learn more →Plan the message handoff
Confirm the connection
Check provider availability, permitted addresses and account permissions before planning an inbox connection.
Review the message
Decide who reviews messages and what context they need to distinguish an inquiry from existing-customer or operational correspondence.
Decide the next action
Define when a qualified message should become a lead and what summary, source and customer context should be retained.
Planning email review and lead handoffs
Discuss how your team handles incoming messages
Describe the mailboxes, types of messages and follow-up decisions your team uses today. Confirm provider availability, permissions and the role of human review before planning a connection.
Discuss your needs