Master Inbox, Project Inbox & All Emails
Pitchbox gives you three places to view and manage your emails, each with a different scope. The Master Inbox in the CRM collects every inbound email across your account. Each project inbox shows only the inbound emails for that project. All Emails keeps a full record of every email linked to an opportunity over time, either within a single project or across all projects in the CRM. Use the one that matches what you're looking for, whether that's a quick check on new replies or a project's complete email history.
Master Inbox
The Master Inbox, found in the CRM, gives you one place to see every inbound email across your account. It brings together the inbound emails from each of your projects and the communications with your Partners.
What you can do in the Master Inbox
From the Master Inbox, you can:
- Reply to emails
- Tag opportunities
- Set milestones
- Add tasks
- Archive emails
- Filter your responses
Project Inbox
Each of your projects also has its own inbox, and the project inboxes are listed in the Master Inbox. Open a project's inbox to see only the inbound emails for that project.
All Emails
All Emails keeps a record of every email linked to an opportunity over time. There are two versions:
- Project All Emails: Found within each project. It shows only the messages related to that project.
- CRM All Emails: Found in the CRM. It shows the messages from all your projects combined. This is also where you'll find snoozed, archived, and scheduled emails for CRM communications.
Access and Privileges
All User and Email Account privileges still apply in the Master Inbox. You'll only see the inboxes and emails for projects you have access to.
Admins can change a user's User privileges from the Users page.