80/20 summary - what to remember

You can connect UNLIMITED email addresses: Google, Outlook and SMTP ones.

It's a unified inbox, so it centralizes all your email conversations from different email addresses (you can filter it)

All conversations are also auto-sync' in the activities section of a lead (2-way email sync), whether or not emails are sent from Breakcold.

💡 Sales-tip: if you push your positive replies from tools like Instantly, Smartlead, Lemlist - the whole conversation will be pushed inside the inbox.

1°) How to set up the CRM Email Unified Inbox?

The only thing you have to do to get the inbox going is to connect your email address.

2°) Filter the email inbox by: list, tag, sales pipeline stage & more

Example: you click on customers, you just have the conversations with your positive replies from cold emailing (CE).

You can also filter within a list.

Example: inside my positive replies from cold emailing, only show me conversations with people at the "Discovery call" stage.

Inbox 0 system to get sh*t done

We're doing a test here.

The goal is to make the inbox more actionable for you to get sh*t done and reach inbox 0 or close to it and be relentless about your leads.

For you to become a BEAST, we have created you shortcuts to work rapidly to mark conversations as done, tag team members and more.

Starred system

Some people use it for important emails, other for non-read emails, we all have a diferent use case for it so I'm sure you'll find satisfaction using it.

(yes, you can filter conversations by starred ones)

2°) Collaborative Notes

Between emails, you can write notes, edit and reply to them!

Perfect to work as a team and to tag them (they'll be notified by email and inside Breakcold).

3°) All emails view vs only your leads view

This feature helps you to avoid missing precious replies from your prospects; for example when they forward your email to another team member and they don't reply under the original email thread.

From the all email view, you can then create a lead directly in Breakcold with just 1 click.

4°) Schedule replies

If you want to work on your emails at night or in batch, you can schedule your replies here👇

5°) Email templates (macros)

Create, edit and use your email templates to reply faster to your leads for all the scenarios you need.

6°) Access to Notes, Past Activities and the feed inside the Email Inbox

You can access the feed inside the email inbox.

It's useful to:

• like/comment the posts of your prospect before or after your email to boost reply rate

• use what you see on the right to add some relevant PS lines or some layer of personalization to be the most likeable service provider of your prospects.