Mailbox

Section: Marketing & Communication
URL: /admin/mailbox
Page title: (2) E-mail

Overview

Unified mailbox — connect your email account and view conversations against contacts in the CRM.

Business value

Connect your email account to view conversations against the CRM contact — so every team member sees the full email history with a customer, not just their own.

• Who uses it: Sales, customer success, support, account management
• Key benefit: Full conversation context drives better customer interactions and faster handovers.

Typical use cases:

• New rep inherits an account and sees the full email thread history
• CS sees what sales promised before responding to a complaint

At a glance

Accessing this module

From the admin sidebar, navigate to Mailbox, or open the URL directly:

/admin/mailbox

List view

The list view shows existing mailbox records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Mailbox from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/mailbox