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Overview

The Inbox feature provides a centralized view of all your Gmail messages related to leads, allowing you to manage customer communications without leaving Flashquotes. Emails are synced from your connected Gmail accounts and organized into threads for easy navigation.
The Inbox feature requires a Plus or Pro subscription and a connected Gmail account with appropriate permissions.

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Key Features

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Thread-Based Organization

Emails are automatically grouped into conversation threads, showing:
  • Subject line from the most recent message
  • Participants in the conversation
  • Message count for each thread
  • Preview snippet from the latest email
  • Timestamp of the most recent message
  • Unread status indicator

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Lead Integration

Each email thread displays associated lead information:
  • Lead name and company
  • Quick access to lead details via hover card
  • Direct link to full lead profile

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Multi-Account Support

If you have multiple Gmail accounts connected:
  • Filter by account to see emails from specific inboxes
  • Account indicator shows which Gmail account received each email
  • Seamless switching between different email accounts

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Mark as Done

Keep your inbox clean and organized:
  • One-click action to remove emails from your inbox
  • Syncs to Gmail - removes the INBOX label from the message
  • Reversible - emails remain in Gmail and can be found via search

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Real-Time Sync

Your inbox stays current automatically:
  • Background sync pulls new emails regularly
  • Label updates sync bidirectionally with Gmail
  • Instant UI updates when you mark emails as done

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Getting Started

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Prerequisites

  1. Subscription: Plus or Pro plan
  2. Gmail Connection: Connect your Gmail account in Settings → Integrations

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Accessing the Inbox

  1. Navigate to Inbox from the main navigation menu
  2. Your synced email threads will appear automatically
  3. Use the account filter to switch between connected Gmail accounts

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Using the Inbox

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Viewing Email Threads

  1. Threads are displayed in chronological order (most recent first)
  2. Click on any thread to view the full conversation
  3. Hover over the lead name to see lead details in a popup card
  4. Click the lead name to navigate to the full lead profile

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Managing Your Inbox

Mark as Done:
  1. Click the checkmark icon on any email thread
  2. The thread immediately disappears from your inbox
  3. The INBOX label is removed from the email in Gmail
  4. The email remains searchable in Gmail
Filter by Account:
  1. Click the account dropdown at the top of the inbox
  2. Select a specific Gmail account to view only its emails
  3. Select “All Accounts” to see emails from all connected accounts

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Understanding Email Sync

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What Gets Synced

The inbox syncs emails that:
  • Are in your Gmail inbox
  • Are associated with known leads (matched by email address)
  • Come from Gmail accounts you’ve connected to Flashquotes

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Email Matching

Emails are automatically matched to leads when:
  • The sender’s email address matches a lead in your system
  • The conversation includes emails from known lead contacts

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Tips and Best Practices

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Organize Your Workflow

  • Use Mark as Done to create a zero-inbox workflow
  • Handled threads disappear, keeping focus on what needs attention
  • Emails remain in Gmail for reference and searching

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Multi-Account Management

  • Connect multiple Gmail accounts if you use different addresses for different services
  • Filter by account to focus on specific business lines
  • All emails remain unified in one interface

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Lead Context

  • Hover over lead names to quickly see quote history and booking status
  • Click through to the lead profile for detailed conversations
  • Use lead context to craft better follow-up responses

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Troubleshooting

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Emails Not Appearing

Check these items:
  1. Gmail account is connected in Settings → Integrations
  2. Emails are in your Gmail inbox
  3. Sender email matches a lead in your system

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Mark as Done Not Working

Possible causes:
  1. Missing Gmail permission - reconnect your Gmail account
  2. Network connectivity issues - try refreshing the page
  3. Gmail API rate limits - wait a few minutes and try again

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Sync Delays

What to check:
  1. Background workers may take a few minutes to sync new emails
  2. Large email volumes may take longer to process
  3. Gmail API quotas may temporarily delay syncing