You can now view your entire email inbox on the Lev platform, based on the email address integrated with your account. This provides greater visibility over deal-related communications, where you can see any emails, sent or received, tied to any deal on the platform. You can also give the Lev Agent more accurate and impactful instructions for completing next steps related to each deal.
Inbox helps you in two ways. It lets you build content for things that don't exist in Lev yet, like creating a brand-new deal directly from an email thread. It also lets you do more with what already exists in Lev, like drafting a follow-up email on an active deal or getting a summary of recent deal activity.
Navigating your Inbox
Inbox is organized into three tabs that mirror your native email portal, plus a set of filters that narrow your view to email activity connected to Lev.
- Inbox — All emails received from the linked address.
- Sent — All emails sent from the linked address.
- In Lev — Shows email activity tied to Lev, like your deals and campaigns.
Filters let you further narrow the types of email displayed based on their involvement with specific items on the platform, like Deals or Contacts.
Click the filter icon on the top right of the Inbox tab and select an option from the dropdown menu:
- Deal — Emails associated with a specific deal.
- Campaign — Emails related to a specific campaign launched on the platform.
- Contact — Emails to or from a specific contact stored in your CRM. Contacts who don't exist in your CRM aren't included.
- Placement emails — Emails tied to outreach with a placement in any of your deals. You can only toggle this filter on or off, you can't select individual deals or placements.
- Has attachments — Any emails that contain attachments.
Leveraging the agent in your Inbox
Within any email thread in your Inbox, you can ask the Lev Agent to act on that conversation directly. The agent can create a brand-new deal from the content of the thread, or create a new placement in an existing deal when the conversation relates to an ongoing transaction. This turns conversations you're already having into structured deal records without leaving your Inbox.
You can also have the Lev Agent share a link to the deal with additional team members, so you can get more eyes on the transaction without sharing multiple links. Select a thread, then click Link to Deal, followed by the corresponding transaction shown in the dropdown menu.