How to use the shared inbox feature in Clinch Talent
The Clinch Talent Shared Inbox feature makes it easy to track, manage, and share candidate conversations in one, centralised location.
The Shared Inbox feature collects and presents all two-way conversations that originate from emails created and sent using Clinch. This includes candidate responses to automated / workflow emails.
To navigate to the Shared Inbox, open up the left menu bar and under CRM, click on ‘Inbox.’ Alternatively, click on the ‘Inbox’ icon in the top right of your screen to go directly to your own conversations.
By default, you will arrive at a filtered view of your candidate conversations only.
To view all conversations between candidates and any Clinch user from your team, click on the ‘SHARED’ tab. As you can see below, it's also possible to filter your results by date range.
- To view a conversation / email thread, click on that item in the left column (1.); the conversation will appear in the middle column (2.)
- To the right of the thread, you will see a profile summary of the candidate in conversation (3.) For a more detailed look at the candidate, click the 'View Full Profile' button.
You can reply to any candidate message by clicking the ‘Reply’ button. Replies from account users / your team members will also display in the shared inbox.
The Clinch Talent Shared Inbox comes complete with its own dedicated search bar. Built to support simple boolean searches, the feature will look for matching words or phrases in both the candidate's and user's name, the message subject, and the message body. Use it to surface specific conversations quickly.