How to Find a Lead in the Inbox

Summary

Overview: The Inbox lists your leads' conversations, newest first. Use search, the score chips, Needs review and the Open / Archived switch to find the conversation you want.

Prerequisites:

• You can open the Inbox. Every role sees every conversation in the Inbox, including Sales Reps.

Step-by-Step Instructions

Step 1: Open the Inbox

1. In the left menu, click Inbox.
2. The number next to the Inbox title is how many conversations the list is showing.

Step 2: Search

1. Type in Search leads….
2. The list updates as you type. Search matches the lead's name, company and email address, and the text of their messages.
3. Clear the box to see all conversations again.

Step 3: Filter by score or review

1. Click Hot, Warm or Cold to show only leads with that score. Click the same chip again to turn it off.
2. Click Needs review to show only leads Pippin held for review.
3. Chips work together with search. For example, search "Cebu" and click Hot to see hot leads that mention Cebu.

Step 4: Switch between open and archived conversations

1. Click Open to see active conversations (the default).
2. Click Archived to see archived leads. A number on Archived shows how many archived leads have sent a new message you haven't opened.

Step 5: Change the order or refresh

1. Click the sort button next to the title to switch between newest first and oldest first. Point at it to see the current order.
2. Click Refresh to reload the list with your current search and filters.

Step 6: Read the list

Each row shows:

• The lead's name, company and how long ago the latest message was sent or received.
• A preview of the latest message.
• The score (Hot, Warm or Cold) and the channel (for example Email, SMS, WhatsApp).
• Needs review when Pippin held the lead, a follow-up sequence chip when the lead is on a sequence, and a badge such as Unsubscribed, Follow-ups paused or No follow-ups when the lead asked you to stop.
• A dot on the right when there are new messages you haven't opened. Opening the conversation clears it.

Step 7: Open a lead from somewhere else

• From a notification about a new message, an undelivered SMS or an opted-out lead writing in: click it in the bell menu.
• From Pippify Coach: click a lead link in Coach's answer.
• From the conversation, click Show lead details, then View Full Lead to open the lead's page.

Verify It Worked

Success criteria:

• The conversation you want appears in the list and opens when you click it.
• Your search, chips and Open/Archived choice stay in place when you leave the Inbox and come back.

Troubleshooting

Common errors

• "No leads found.": nothing matches your search and filters. Fix: clear the search box and turn off the chips.
• "No archived leads.": there are no archived leads that match. Fix: click Open.

Limitations & considerations

• The list shows up to 30 conversations for your current search, filters and order. To find a conversation that isn't shown, search for it.
• Switching between Open and Archived closes the conversation you had open.
• On narrower screens, the lead details open as a side panel; click Close lead details to close it. On a phone, use the back arrow to return to the list.
• The Leads page has its own search and filters. See How to Use the Leads Table, Board and Filters.

Next Steps & Related Resources

• Next steps:
  • How to Reply to a Lead From the Inbox
• Related articles:
  • How to Check a Lead Pippin Held for Review
  • How to Archive or Unarchive a Lead
  • How to Use the Leads Table, Board and Filters
  • How Notifications Work

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/12/2026