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Articles on the Naffes CRM inbox: receiving conversations, replying to them and assigning them to the team, step by step.
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- Answer customers from the unified inbox in Naffes CRMLearn the Naffes inbox channels and its six views, when to use each one, and how to reply with the customer's record and deal beside you.
- Claim, assign or close a customer conversation in Naffes CRMClaim an unassigned thread, hand it to a teammate, return it to the queue or close it with a reason in Naffes, and see what happens to deal ownership.
- Turn a customer conversation into a deal or a support ticketFrom an inbox thread, create or link a deal, attach the contact, and open a support ticket whose replies reach the customer on the same channel.
- Set inbox silence rules for quiet conversations in Naffes CRMDecide when the assignee and managers are alerted about a waiting customer, when a follow-up goes out, and when a quiet thread closes and its deal is lost.