CRM – Inbox

The Inbox feature in Brilliyo CRM allows you to manage and respond to conversations with your leads from one place. You can search for leads, open their conversations, and continue communication directly from the CRM.

How to Use CRM Inbox

Step 1: Open CRM

Log in to your Brilliyo account.

From the main menu, go to:

CRM → Inbox

This will open the CRM Inbox.

Step 2: View Conversations

After opening the Inbox, you can see the available Conversations.

The conversation list contains the leads who have interacted with your business.

You can select any conversation to view the communication with that lead.

Step 3: Search for a Lead

If you have many conversations and want to find a specific lead, use the Search Leads option.

Enter the lead's name or available lead information in the search field.

Brilliyo will show the matching leads or conversations.

Step 4: Select a Lead

Click on the required lead from the search results.

The selected conversation will open so that you can view the communication history with that lead.

Step 5: View the Conversation

After opening a conversation, you can review the previous messages exchanged with the lead.

This helps you understand the lead's enquiry and previous communication before responding.

Step 6: Reply to the Lead

Use the message area to type your response.

Enter the required message and send it to continue the conversation with the lead.

Step 7: Manage Lead Conversations

You can use the Inbox to regularly check and respond to your lead conversations.

This helps your team keep communication organized and ensures that lead enquiries are not missed.

Example

Suppose a student contacts your institute to ask about an online course.

You can:

CRM → Inbox → Search Leads → Select the Student → Open Conversation → Review Messages → Reply

You can then continue the conversation and assist the student with their enquiry.

Benefits of CRM Inbox

• Manage lead conversations from one place

• Quickly search for specific leads

• View previous communication

• Respond to lead enquiries easily

• Keep conversations organized

• Improve lead follow-up

Summary

The CRM Inbox helps you manage lead conversations efficiently. Instead of checking leads individually, you can use the Inbox to search, open, review, and respond to conversations from one place.