Before you start
- Define who owns positive, negative, and unclear replies.
- Know which sender, campaign, and list you are reviewing.
- Confirm the CRM mapping and reply-sync rule before relying on CRM history.
- Keep opt-outs and negative replies out of further automated outreach.
Inbox
Begin with My replies, then use Team replies or All replies and filters for list, qualification, and reply status. Assign or handle each response according to the team rule.
Outbox
Separate Sent from Scheduled and distinguish Chat from Campaign activity where available. Use sender and status filters when investigating delivery.
Steps
- Open Inbox and begin with My replies.
- Filter by list, qualification, campaign, and reply status.
- Read the context and take or assign ownership.
- Record opt-outs, negative replies, and follow-up decisions according to policy.
- Open Outbox and check Sent and Scheduled for the same list and sender.
- Compare sender, campaign, lead history, and planned time when status is unclear.
- Confirm relevant activity reaches the CRM only when the approved mapping and integration are active.
Safety checks
- The recipient and relationship history are correct.
- The authorised sender and connected channel are selected.
- Copy, language, sequence, limits, delays, and timing were reviewed.
- Other Lists, previous outreach, opt-outs, blacklists, and exclusions were checked.
- A small test will be monitored before volume increases.
Troubleshooting
| Problem | Solution |
|---|
| A reply is missing from My replies | Check Team replies, All replies, list filters, campaign, and assigned sender. |
| A message is not under Sent | Check Scheduled, planned time, sender filter, campaign state, limits, and delays. |
| CRM history differs from Signalist | Compare mapping, sync trigger, object ownership, and integration status before editing either record. |
Frequently asked questions
What is the difference between Inbox and Outbox?
Inbox focuses on received replies; Outbox focuses on sent and scheduled outgoing activity.
Where should I start each day?
Start with My replies, then review team queues according to the agreed ownership process.
Why is a reply only visible under Team replies?
The response may belong to another assigned sender or owner; check the campaign and sender context.
Does Scheduled mean sent?
No. Scheduled is planned activity; verify the intended time and delivery conditions.
Should every reply sync to the CRM?
Follow the approved mapping and trigger. Do not assume every connected CRM or workspace behaves identically.
What should happen after an opt-out?
Apply the protected suppression immediately and prevent further automated outreach according to policy.
Keep reading
Email sending, limits, and delays
Confirm the connected sender, recipient email status, domain policy, limits, delays, sequence, and schedule before email activation. A found email address is not automatically send ready.
Run LinkedIn outreach safely
Protect the LinkedIn account by prioritising audience quality, conservative volume, natural delays, and review. Treat limits as safeguards, not targets.
From list to outreach: Create a campaign
Create a campaign only after the list, hypothesis, recipients, owner, and exclusions are clear. Then configure copy, sender, channel, sequence, limits, delays, and timing before a controlled activation.
