How to set up the conversations inbox in HubSpot.

Say hello to the Conversations Inbox, the nerve centre of your HubSpot account, where messages from all your connected channels converge. Here, you can effortlessly monitor ongoing conversations, craft thoughtful replies, and even generate tickets to diligently track and resolve your customers' concerns. It's your one-stop solution for seamless communication management.

Here's a simplified and more user-friendly version of the instructions:

Step 1 - In your HubSpot account, find and click the settings icon in the main navigation bar.

Step 2 - In the left sidebar menu, go to Inbox, Inboxes.

Step 3 - To change the inbox name:
a. Next to the "Current View" dropdown, click the "Actions" dropdown.
b. Choose "Rename inbox."
c. A dialogue box will appear; enter the new name and click "Rename."

Step 4 - To connect a channel and start receiving messages:

a.Click "Connect a channel."
b. Select your desired channel.

Step 5 - To link a Slack account to the inbox:
a. In the Slack Integration section, click "Connect Slack."

Step 6 - To control who can access the inbox:

a. Click on the "Access" tab.
b. Under "Who has inbox access," choose an option:
c. "Everyone": All HubSpot users in the account can access the inbox.
d. "Specific users and teams": Only selected users or teams can access this inbox.
e. Don't forget to click "Save" to confirm your changes.

These steps will help you manage your HubSpot inbox with ease!

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