Smartlead Master Inbox in 2026: Reply Categorization, Multi-Channel, Agency Dashboard, and Bulk Actions

Step into the future of cold emailing! 

The highly anticipated Smartlead's Master Inbox 3.0 is here to transform your cold emailing experience radically. 

Smartlead offers a unibox, the master inbox, that manages all your accounts in a centralized dashboard, offering a 360-degree view of all your customer messages. The new update, with a bunch of features, brings back the Master Inbox, only more powerful and responsive than ever before. 

It means your cold emailing experience just got better! 

And it's just a click away in your real-time master inbox. Welcome to the future of cold email management with Master Inbox 3.0.

Let's look at what’s in it for you.

What Is New in Smartlead's Master Inbox for 2026?

The master email inbox in Smartlead has received the biggest update since the feature launched. The 2026 version adds AI reply categorization, multi-channel reply management, a dedicated agency dashboard, bulk actions, and advanced filtering that turns reply management from a daily chore into a 10-minute workflow.

Here is the problem this solves. Outbound teams running 20+ campaigns across 50+ mailboxes receive hundreds of replies per day spread across dozens of inboxes.

Without a centralized system, managing those replies means logging into each inbox individually, manually categorizing each reply, deciding what to do with each one, and routing hot leads to the right SDR. That process takes hours and guarantees that some replies slip through the cracks.

According to Smartlead's internal data, the average agency user manages replies from 47 separate mailboxes.

Before the Master Inbox rebuild, those users spent an average of 2.4 hours per day on reply management. After the 2026 update, that dropped to 18 minutes.

The Master Inbox is part of what makes Smartlead function as an outbound operating system. Sending emails is half the job. Managing what comes back is the other half, and most tools treat reply management as an afterthought. For a full picture of how the Master Inbox fits into your outbound stack, see the cold outreach ultimate guide and the Master Inbox feature page.

This guide covers every new feature, how it works in practice, and how to set it up for maximum efficiency.

How Does AI Reply Categorization Work in the Master Inbox?

AI reply categorization is the feature that saves the most time. The master email inbox now automatically reads every incoming reply and categorizes it into one of six categories:

• Interested — The prospect expresses interest, asks a question about your offer, or wants to learn more. These are your hot leads.
• Not Interested — A clear decline. "Not interested right now" or "Please remove me from your list."
• Out of Office — Auto-replies indicating the prospect is unavailable. The AI distinguishes between temporary OOO (vacation) and permanent OOO (left the company).
• Referral — The prospect is not the right person but suggests someone else. Example: "You should talk to Sarah in our sales ops team."
• Do Not Contact — Unsubscribe requests, legal threats, or explicit demands to stop emailing. These automatically add the contact to your global block list.
• Neutral / Needs Review — Replies that do not clearly fit another category. These get flagged for human review.

The AI categorization is not just keyword matching. It reads the full reply context, including tone, intent, and follow-up questions. According to Smartlead's internal testing, the AI categorizes replies with 94% accuracy across all categories, with the highest accuracy on "Interested" (97%) and "Do Not Contact" (99%).

What this means in practice:

• When you open the Master Inbox, replies are pre-sorted by category
• You see your "Interested" queue first (highest priority)
• "Do Not Contact" replies are auto-processed with no manual work needed
• "Out of Office" replies are flagged with return dates when available, so SmartAgents can reschedule follow-ups automatically
• "Referral" replies extract the referred contact's information when mentioned in the reply

"The AI categorization alone justified upgrading our plan. We went from spending 45 minutes sorting through replies each morning to walking in and seeing our hot leads at the top of the queue. The accuracy is genuinely impressive." — G2 reviewer, outbound sales manager

What Is Multi-Channel Reply Management in the Master Inbox?

The 2026 Master Inbox does not just handle email replies. It now brings multi-channel engagement data into one unified view.

Here is what flows into the master email inbox:

• Email replies from all connected mailboxes (Gmail, Outlook, SMTP, custom)
• SmartCoach call summaries from AI-powered cold calling. When a SmartCoach call connects, the AI transcribes the conversation, summarizes the outcome, and routes it to the Master Inbox alongside email replies for the same prospect.
• LinkedIn engagement signals when connected through supported integrations. View LinkedIn responses in the same thread as email replies.

Why this matters: modern outbound is multi-channel. An SDR might email a prospect on Monday, call them on Wednesday via SmartCoach, and connect on LinkedIn on Friday. Without centralized reply management, those three interactions exist in three separate systems with no unified view.

The Master Inbox thread view now shows the complete prospect interaction timeline:

• Email 1 sent (Monday)
• Email opened twice (Monday, Tuesday)
• SmartCoach call: 3 minutes, prospect asked about pricing (Wednesday)
• Email reply: "Send me the pricing page" (Thursday)

According to Woodpecker's 2025 Cold Email Stats, multi-channel sequences have 2.1x higher reply rates than email-only sequences. But the benefit disappears if you cannot manage the replies centrally. An SDR who does not know about Wednesday's call before responding to Thursday's email reply loses context and credibility.

Smartlead's SmartAgents use the unified data from the Master Inbox to make smarter follow-up decisions. If a prospect had a positive call but has not replied to email, the agent adjusts the follow-up strategy accordingly. For benchmarks on what strong reply rates look like, see cold email open rate benchmarks for 2026.

How Does the Agency Dashboard Work for Multi-Client Reply Management?

Agencies running outbound for multiple clients need client-level separation with centralized oversight. The 2026 master email agency dashboard provides both.

Here is what the agency dashboard adds:

• Client switcher. Toggle between client accounts instantly. Each client's replies, campaigns, and contacts are fully separated. A contact who opts out of Client A's campaigns remains active for Client B.
• Cross-client overview. A single dashboard showing reply volume, category breakdown, and response time metrics across all clients. Spot which clients need attention without checking each one individually.
• Client-level SLAs. Set response time targets per client. The dashboard highlights when a client's replies are approaching or exceeding the SLA, so your team prioritizes accordingly.
• Team assignment. Route specific clients' replies to specific team members. When a reply comes in for Client A, it goes to the SDR assigned to Client A. No manual forwarding.

According to Smartlead's data, agencies managing 10+ clients see a 67% reduction in reply response time after switching to the agency dashboard. The reason is simple: before the dashboard, switching between client accounts was a manual process that added friction and created delays.

"We manage 32 client accounts. The agency dashboard changed our entire operations workflow. One screen shows me which clients need attention, which have hot leads waiting, and which are running smoothly. Our reply response time dropped from 6 hours to under 45 minutes." — G2 reviewer, outbound agency CEO

What Bulk Actions Are Available in the Master Inbox?

Bulk actions let you process multiple replies at once instead of handling them one at a time. For teams dealing with high reply volume, this is a significant time saver.

Available bulk actions in the 2026 master email inbox:

• Bulk categorize. Select multiple replies and assign a category. Useful for correcting AI miscategorizations or handling edge cases.
• Bulk archive. Clear processed replies from your active queue without deleting the data. Archived replies remain searchable.
• Bulk assign. Route multiple replies to a specific team member. Useful when redistributing workload or when a new SDR joins the team.
• Bulk move to campaign. Add respondents to a different campaign or sequence based on their reply. Example: move all "Interested" replies to a meeting-booking sequence.
• Bulk block. Add multiple contacts to the global block list at once. Useful when processing batches of "Do Not Contact" replies.
• Bulk export. Export selected replies with metadata (category, campaign, date, prospect info) to CSV for reporting or CRM sync.

The workflow looks like this:

1. Open Master Inbox
2. Filter by category (example: "Interested")
3. Select all
4. Bulk assign to the SDR responsible for follow-up
5. Switch to "Do Not Contact" filter
6. Select all
7. Bulk block (auto-adds to global block list)
8. Switch to "Out of Office" filter
9. Review return dates, let SmartAgents reschedule follow-ups automatically

That entire workflow takes under 5 minutes for 100+ replies. Without bulk actions, the same work takes 30 to 45 minutes of click-by-click processing.

How Does Advanced Filtering Work in the Master Inbox?

Advanced filtering lets you slice your reply queue by any combination of dimensions. This is particularly valuable for teams managing high volumes or multiple campaigns simultaneously.

Available filters in the master email inbox:

• By AI category: Interested, Not Interested, Out of Office, Referral, Do Not Contact, Needs Review
• By campaign: See replies from a specific campaign only
• By client: (Agency feature) See replies for a specific client
• By date range: Filter by when the reply was received
• By mailbox: See replies received on a specific sending account
• By prospect tags: Custom tags applied to prospects in your contact list
• By response time: See replies that have been waiting longer than a set number of hours for SLA management
• By sentiment score: AI-generated sentiment score (positive, neutral, negative) within each category

Filters can be combined. Example: "Show me all Interested replies from Campaign X for Client Y received in the last 48 hours that have not been responded to yet." That query takes one click with saved filters.

Saved filter presets let you create custom views. Most teams set up three to four saved filters:

• Morning triage: Interested and Referral replies from the last 24 hours, sorted by response time
• Block list processing: Do Not Contact replies, all time, unprocessed
• Client review: All replies for a specific client, last 7 days, grouped by category
• Stale leads: Interested replies with no follow-up action in 72+ hours

For teams that want the Master Inbox connected to broader campaign optimization, SmartAgents pull data from filtered views to inform campaign-level decisions. If a campaign's reply mix shifts from "Interested" to "Not Interested," SmartAgents flag it for review.

How Do You Set Up the Master Inbox for Maximum Efficiency?

Setting up the master email inbox properly takes 15 minutes and saves hours every week. Here is the recommended setup process.

Step 1: Connect all mailboxes.Add every sending mailbox through SmartSenders. The Master Inbox pulls replies from all connected accounts. If a mailbox is not connected, its replies will not appear. For best results, pair this with SmartInfra for private sending infrastructure.

Step 2: Enable AI categorization.AI categorization is on by default for new accounts. For existing accounts, verify it is enabled in Master Inbox settings. The AI needs approximately 50 replies to calibrate to your specific response patterns. General accuracy is high from day one but improves with volume.

Step 3: Set up saved filters.Create your core filter presets for morning triage, block list processing, and client review. This eliminates manual filtering every time you open the inbox.

Step 4: Configure team assignments (for teams of 2+).Assign team members to specific clients or campaigns. Replies route to the right person automatically.

Step 5: Connect SmartAgents.Enable SmartAgents to act on Master Inbox data. When SmartAgents are connected, they automatically reschedule follow-ups for OOO replies, escalate hot leads based on "Interested" categorization, and pause sequences for "Do Not Contact" replies.

Step 6: Set notification preferences.Configure alerts for high-priority replies (Interested, Referral) so you can respond within minutes rather than waiting for your next inbox check.

The goal is a workflow where you open the Master Inbox once or twice per day, process the pre-sorted queues, and let SmartAgents handle the routine follow-up decisions in between. Before finalizing your setup, run a deliverability check to confirm your sending accounts are healthy and replies are feeding in correctly.

What Metrics Should You Track in the Master Inbox?

The Master Inbox is not just a reply management tool. It is a campaign performance signal. The metrics it surfaces tell you whether your outbound campaigns are working, struggling, or need adjustment.

Key metrics to track:

• Interested rate. What percentage of replies are categorized as "Interested"? A healthy benchmark is 15 to 25% of replies. Below 10% means your targeting or messaging needs work.
• Not Interested rate. High "Not Interested" rates above 40% of replies signal a targeting problem, not a messaging problem. You are reaching the wrong people.
• Response time. How quickly does your team reply to "Interested" leads? According to Woodpecker's 2025 data, responding within 1 hour of an interested reply results in 3.2x higher meeting conversion than responding after 24 hours.
• Referral capture rate. How many "Referral" replies result in a new contact being added and emailed? Most teams leave referrals on the table.
• Block list growth. A healthy account adds contacts to the block list gradually. Sudden spikes in "Do Not Contact" replies indicate a data quality issue or a compliance problem.

Smartlead's SmartDelivery connects Master Inbox metrics to your broader deliverability health. Reply patterns are one of the strongest signals inbox providers use to evaluate sender reputation. High engagement (interested replies, referrals) improves your sender reputation. High complaint rates damage it. For a full breakdown, see the email deliverability guide.

Stop checking 50 inboxes manually. The Master Inbox centralizes every reply, categorizes them with AI, and lets SmartAgents handle the follow-up.

Keep Reading

• Master Inbox Feature Page — Full product overview
• Cold Outreach: The Ultimate Guide — The complete outbound workflow
• Cold Email Open Rate Benchmarks 2026 — Measuring campaign performance
• Best Cold Email Software 2026 Roundup — Platform comparisons

Frequently Asked Questions

What is a master email inbox for cold email?

A master email inbox is a centralized reply management system that aggregates replies from all your sending mailboxes into one view. Instead of checking 20, 50, or 200 individual inboxes, you see every reply in one place. Smartlead's Master Inbox adds AI categorization, multi-channel data, and bulk processing on top of the basic centralization. It is the reply management hub for outbound teams.

How accurate is the AI reply categorization?

Smartlead's AI categorization averages 94% accuracy across all six categories. The highest accuracy is on "Do Not Contact" (99%) and "Interested" (97%), which are the two categories where accuracy matters most. The AI improves with volume as it learns your specific response patterns. Miscategorized replies can be corrected manually, which trains the AI for future accuracy.

Can I use the Master Inbox if I only have a few mailboxes?

Yes. The Master Inbox works with any number of connected mailboxes, from 1 to 500+. Even with 3 to 5 mailboxes, the AI categorization and bulk actions save meaningful time. The value scales with volume: the more mailboxes and campaigns you run, the more time the Master Inbox saves.

Does the agency dashboard cost extra?

The agency dashboard is included in Smartlead's plans that support client management. Check Smartlead pricing for current plan details and feature availability. For agencies managing 10+ clients, the dashboard is a core operational feature, not an add-on.

How does the Master Inbox handle replies in different languages?

The AI categorization works across major languages including English, Spanish, French, German, and Portuguese. The AI reads intent and sentiment regardless of language. This is particularly valuable for agencies running international campaigns where replies come in multiple languages.

Can SmartAgents take action based on Master Inbox categories?

Yes. When SmartAgents are connected to the master email inbox, they act on categorization data automatically. Interested leads get prioritized for follow-up. OOO replies trigger rescheduled sequences based on return dates. Do Not Contact replies add the contact to the global block list and stop all active sequences. This integration is what turns the Master Inbox from a viewing tool into an action-driving system.

What happens to replies that the AI cannot categorize?

Replies that do not clearly fit a category are placed in the "Needs Review" queue. These typically account for 4 to 6% of total replies. They include ambiguous responses, multi-part replies that contain both interest and objection, or replies in languages the AI is less confident about. Your team reviews these manually. Over time, as you correct categorizations, the "Needs Review" percentage decreases.

Master Inbox 3.0: How It Revolutionizes Your Cold Email Experience

Smartlead launched the most anticipated Master Inbox 3.0. You might be wondering what’s in it for you. This latest update brings you a host of features and improvements that will make managing your email campaigns more efficient and effective than ever before.

Enhanced Lead Management 

First and foremost, Master Inbox 3.0 introduces real-time email replies. Earlier, waiting for lead replies was a time-consuming process, with delays of up to 30-40 minutes. With the new Master Inbox, you can see lead replies within seconds of receiving them. This means you get a 360-degree view of all your customer messages and can respond promptly, regardless of your email service provider.

Additionally, you can now schedule messages and set reminders directly from Master Inbox 3.0. This allows you to plan your email communications more effectively, ensuring that messages are sent at the right time and that you never miss an important follow-up.

The ability to add tasks and notes for leads within Master Inbox 3.0 enhances your campaign management capabilities. You can create tasks with deadlines and priorities, making it easier to stay on top of your to-do list. The collaborative workspace for notes enables seamless teamwork on lead-related tasks.

Attachments can now be added directly to your master inbox, making it convenient to send and receive files within your email conversations. This feature simplifies the exchange of documents, images, videos, and PDFs, enhancing your overall emailing experience.

Untracked Replies

The introduction of the Untracked Reply feature in Master Inbox 3.0 will allow you to track all responses, even those that don't have the usual tags or identifiers. This ensures that you don't miss any important messages from your leads, providing a more comprehensive view of your campaign's performance.

Easy Navigation 

Another game-changing feature is the ability to create custom views in Master Inbox 3.0. This feature allows you to save combinations of filters for easy access and navigation. Whether you want to find leads from a specific client, team member, or campaign, you can create predefined filters to streamline your workflow.

You can add leads to another campaign with Smartlead Master Inbox 3.0. 

VIEWS and Filters for Effective Management 

You can now refresh and fetch new lead replies across all your connected email accounts instantly. You can sort and filter your inbox by various criteria, such as unread replies, reply time, or sent time, making it easy to prioritize and manage your communications effectively.

Another groundbreaking feature is the ability to create custom VIEWS in Master Inbox 3.0. This feature allows you to save combinations of filters for easy access and navigation. Whether you want to find leads from a specific client, team member, or campaign, you can create predefined filters to streamline your workflow.

Efficient Collaboration & Team Management 

Team management is also made easier with the Team Member Assignment feature. You can assign leads to specific team members, ensuring clear ownership and accountability for each lead in your campaigns.

The new sidebar in Master Inbox provides a familiar interface, including categories like Inbox, Sent, Important, Snoozed, Reminders, Scheduled, and Archived. This layout enhances navigation and organization within your inbox.

Keyboard Shortcuts for Optimum Productivity

To boost productivity, Master Inbox 3.0 introduces keyboard shortcuts. These shortcuts enable you to perform various actions, from assigning leads to blocking them, with a simple keystroke. This feature streamlines your workflow and makes managing your email campaigns more efficient.

Get Real-Time Email Replies in the Master Inbox 3.0

One Google search about Unified Inbox, and you will know users’ frustration about lag in loading lead replies and losing out on potential revenue. A real-time master inbox was a top priority for Smartlead users, and now it’s here. 

Earlier, there was a time gap of 30-40 minutes for the master inbox to fetch the messages, but with the revamped Master Inbox 3.0, you get all your lead replies in your master inbox in real time. 

Once a reply is received from a lead, you will see it in your master inbox in just a couple of seconds. It means you get a 360-degree view of all your customer messages and reach out to them without any delay. No matter what your ESP is (SMTP, Gmail, or Outlook), you can expect all the replies within a minute in the master inbox. 

Click on “Master Inbox” from the main menu on the left of the screen. 

When you click on the Master Inbox, all the replies from your leads in your campaigns will show up in the inbox in real-time. With the new update, you can expect replies in your inbox in just a couple of seconds. 

However, you won’t see new messages rolling in the master inbox naturally. If you want to fetch all the new lead replies in all of your connected email accounts, refresh the page to retrigger the Smartlead algorithm to fetch new real-time replies. 

You can sort all the lead replies into three categories:

• Unread Replies
• Reply Time (descending order)
• Sent Time (descending order)

Unread Replies: When you sort the inbox by unread replies, the unread replies will stay at the top. 

Reply Time (desc): When you sort your inbox by reply time in descending order, the latest reply from the leads will come up on top. 

Sent Time (desc): When you sort the messages in the master inbox 3.0 by sent time (desc), the latest sent email lead replies will be at the top.

You can filter the Inbox section by clicking on the filter button. The filter has the following options:

• Lead Category**
• Email Status
• Email Campaign
• Email Account 
• Team Member
• Campaign Tag Name
• Client Name
• Reply Date Range

**In the lead category section, you get three options - Unassigned Leads, Ignore Lead Category, and Specific Lead Category. Under both the Ignore Lead Category and Specific Lead Category, you can further filter your messages as per your requirement into 7 subcategories - Interested, Meeting Request, Not Interested, Do Not Contact, Information Request, Out Of Office, Wrong Person, and Team member. You can choose up to 3 subcategories in each of these categories. 

You can sub-categorize the Email Status category as Opened, Clicked, Unsubscribed, Bounced, and Accepted. 

With the Email Account category, you can select particular campaigns you want to check. Similarly, you can also filter the Sender Accounts, Campaign Tag Name, Team Member, Client Name, and Reply Date Range.

Set the filters and click on Apply to see the leads replies as per your preference that you are looking for. Next, click on the leads you want to see the replies for, and the real-time email replies will show up as highlighted in the screenshot below. 

This is how you can view the real-time email replies in Smartlead’s master inbox.

Untracked Replies in Master Inbox 3.0

With Master Inbox 3.0, we aim to make Smartlead the one-stop solution for everything related to lead generation, sales, and outbound marketing. 

We will be launching the Untracked Reply feature in Mid January, 2024, effectively. 

VIEWS in Master Inbox 3.0

You wanted, and we delivered. 

Now you can create views in the newly revamped Smartlead Master Inbox 3.0. This will help you navigate through the master inbox effectively. It is a combination of filters that users can save to create custom views according to their needs. 

Note: “VIEWS” as a feature is available for three views for Base and Popular Plan users. Pro and Custom Plan users can add more views as per their needs. 

Click on ‘Master Inbox’ from the main menu. 

On the left panel of the Master inbox, you will find the VIEWS option under Archived. 

The “VIEWS” button at the bottom of the menu in the master inbox will help you manage the master inbox very effectively. Using the “VIEWS,” you can apply a combination of filters and save them for future usage. 

In the screenshot below, Custom, Team member, Unassigned leads, etc., are the saved views. Basically, you’re creating predefined filters. 

These feature filters are efficient in finding leads of particular categories or specific email campaigns. 

For instance, if you want to find campaigns by a particular client, you can use this “VIEWS” option and save it. So that next time when you want to see replies from the client campaigns, you can find them in the view that you have created.

In the screenshot below, I have clicked on a predefined, saved filter under VIEWS called “unassigned leads.” You can see the results of a filter named “unassigned leads” displayed in the middle section, highlighted with a red rectangle. This is how the VIEW works in the Smartlead master inbox. 

How to Create a “Predefined Filter” with VIEW? 

Click on the “+” sign to create your custom view filter.

If you want the filter to fetch emails from all leads or from unassigned ones, you can choose one of the options under the lead category. You can also choose “ignore category” or want to search from a particular “specific category.”

To create a filter based on email status, click on “Email Status”, and pick one option as shown below. 

You can also create a filter with a Client’s name or team members’ names. The best part of the VIEWS option is that you can also create a filter based on the reply date range. Just click on the “calendar” icon, and you’re good to go. 

Moreover, you can add Email Status (Opened, Clicked, Replied, Unsubscribed, Bounced, and Accepted), Sender Email Account, Campaign Tag Name, Clients, and Team Members. 

Once you have selected your desired filters, click on “Create View” on the bottom right of the pop-up dialog box, and your custom view is created. And you can check the saved views from under the “VIEWS” button.

You can also make a view available for your team. Just click on the “Make View as Public” while setting up the view, and your team members will also be able to check the view.

Once you’ve filled in the pop-up, click on “create view,” and you’re done.

The final view will look something like the screenshot below:

Master Inbox Attachments in the New MI3

Another desired feature; now you can add attachments directly to your master inbox. These attachments can also be fetched when a lead replies to your email. 

Click on “Master Inbox” from the main menu on the left of the screen. It will open to the master inbox, which will appear like the screenshot below.

Next, choose one of the leads in the left panel to see the message. Click on the lead that you wish to send a reply by attaching files. The entire conversation will show up as highlighted in the below image. 

Now, click on the reply icon.

 It will open a dialog box on the right side of the screen for composing a new message, as shown below. 

Next, compose the email you want to send and click the upload file option. 

The photo-like symbol is for attaching images. The file-like symbol is for attaching images, videos, and PDFs, and the symbol on the right is for inserting links. 

Once done, the attachments will be added to the email under the email body, as shown in the above image. 

You can also tick the signature adding box below the attachments to add an email signature, and you’re good to click the “Send Now” button.

Keyboard Shortcuts for Unmatched Productivity in the Master Inbox 3.0

We are introducing another cool feature to offer you unmatched productivity – Keyboard Shortcuts. In the new master inbox, you can use keyboard shortcuts to take various actions against a lead. From assigning a lead to blocking it, you can do it all by just pressing shortcut keys on your keyboard. 

Go to the “Master Inbox” from the main menu on the left of the screen. Now, click on the lead you want to take action against. Now, click on the three dots “More” option from the dashboard pointed out in the screenshot below.

You will get 6 options by clicking on “More”:

• Replace Lead 
• Push to Subsequence (you can move the selected lead to a subsequence) 
• Pause Lead or, Resume Lead (This will either pause or resume further communication for this lead for this campaign)
• Mark as block (This feature blocks any active lead matching this domain/email across all campaigns including all client campaigns currently in your account. Any existing campaign containing the selected lead will be blocked. And the same leads uploaded to Client Campaigns in the future won't be blocked. You can either block the entire domain associated with this lead or block the lead restricted to a client)
• Mark as unread 
• Keyboard Shortcuts 

Click on “Keyboard Shortcuts” to see available shortcut options on Smartlead’s master inbox.

Here’s a list of the keyboard shortcuts provided in the master inbox:

TO BE ADDED

To implement any of the above actions with shortcuts, click on any lead from the inbox or other options in the menu. 

Next, press the keys written against the action you want to take. 

There will be a pop-up box asking you to confirm your choice. Once you consent, the lead will be marked with the desired action. Once you remember the shortcuts, just click on a lead and press the shortcut keys for the particular action. 

‍

Team Member Assignment in MI 3.0

Team management and workflow assignment is now easier with the Team Member Assignment in Master Inbox 3.0. 

Go to the master inbox, and click on a lead that you want to assign to an individual team member (it will show up in their interface). Now, navigate to the top right corner of the dashboard and click on the “Assign to” button. 

The names of the team members will show up, as shown in the screenshot below. All you need to do is choose the team member to whom you want to assign the lead. 

That’s it. 

Sidebar in the New Master Inbox

Smartlead introduces a sidebar for the new master inbox to offer you unmatched maneuverability. It’s pretty much like any familiar email inbox comprising Inbox, Sent, Important, Snoozed, Reminders, Scheduled, and Archived.  

Inbox

This is where you see all your messages and get a 360-degree view of all conversations from all the connected accounts. 

Sent

In this tab, you can see all the replies sent to the leads from accounts connected to your Smartlead account. 

Important

Now you can mark leads as important. All you have to do is go to the master inbox, click on the lead, and click on the star mark just beside their names. 

Snoozed: How to Snooze a Lead? 

With Smartlead Master Inbox 3.0, you can now snooze a lead and bring it back to life after a certain period. 

Open the lead you want to snooze and click on the clock icon (Snooze button) on the top right side of the dashboard. 

Once you click on the Snooze button, you can choose a set time and date, or else you can set a custom time and date for snoozing a lead. 

After the snooze ends, The email will be marked as "unread" and will appear in the unread tab, sorted by reply time in descending order. If any replies come in after the snooze leads and they are unread, those replies will be at the top with unread status.

Reminders: How to Set Reminders? 

Now, you can set reminders when a lead replies to your message. Open a lead (who replied) from your master inbox and click on reply. On the message composing dialog box, you will find the “Set Reminder” button on the bottom, just beside the “Send Now” button; click on it to set reminders.

Once you set a reminder for a lead, it will automatically show up in the “Reminders” section on the sidebar. 

Scheduled: How to Schedule a Message? 

Now you can schedule your emails and also set reminders for desired leads. Let’s see how you can do it. 

Click on the lead you want to schedule a message for. Click on reply to open the message composing dialog bar. Compose the message, and on the bottom right, click on the Schedule Send (calendar icon) button. 

Once you click on the calendar icon, a scheduling dialog box appears. Schedule your email and set conditions if you want to send the scheduled message if there’s no reply from the lead. 

You can either choose the sending time manually or schedule the message according to the campaign’s time zone. Once you schedule a message, the scheduled email will show up in the “Scheduled” section on the sidebar. 

Archived

To archive a lead, go to the master inbox, click on the lead and you will see the archive button on the top right side of the dashboard. Click on it. You can also use a shortcut (A+L) to archive a lead. You will see the archived leads on the "Archived" tab of the sidebar.

Adding Tasks for a Lead

With the Task feature, you can now create tasks. Click on the lead you want to create a task for (in the Master Inbox), as shown in the image below. 

Now, you can create a task on the dialog box. 

The “Associated Campaign” box will have the campaign name of the lead. In the “Due Date” box, you can set the deadline for the task. And, in the “Priority” box, there are three options—High, Medium, and Low. You can choose one of the three depending on the importance of the task. 

After filling it out, click on “Save” to add the task. 

Adding Notes for a Lead

Click on the button on the right of the task button, and you can create notes for the lead on your dashboard. 

This will open a dialog box where you can add notes. Smartlead is working on developing the “Add Notes” feature as a fully collaborative workspace where you can tag team members and work simultaneously on a task together. 

Push Leads to Another Campaign

The “Push Leads to” button lets you push a lead to another campaign. The “Push Leads To” button is placed right next to the “Notes” button. When you click on the button, the “Push Leads to Another Campaign” dialog box opens, where you can choose the campaign. Check out the reference image below: 

On the “Settings” tab (beside the “Select Campaign” tab, you can select all the options you would have done while actually adding a new lead to a campaign. 

Conclusion 

The revolution has just begun. 

With the Master Inbox 3.0, Smartlead is here to revolutionize how you approach cold email campaigns. 

With features like Untracked Replies, Custom Views, Attachment, and Keyboard Shortcuts, your efficiency is set to skyrocket. The ability to assign leads, schedule messages, set reminders, and collaborate seamlessly with your team makes campaign management a breeze.

Say goodbye to lags in lead replies and manage your email campaigns with precision and ease.

So, why wait? Embrace the future of cold email management with Master Inbox 3.0 and elevate your email game to new heights. It's time to unlock efficiency and productivity in your email campaigns. Try it today and experience the difference for yourself!