SMS & WhatsApp Inbox

Inbox for Pipedrive

Accessing the Mercuri Inbox

The Mercuri Inbox can be accessed from the following areas in Pipedrive:

1. Header Bar: Click on the Mercuri SMS & WhatsApp icon in the top navigation bar.

2. Deals Page: Open any deal and select the Mercuri Inbox from the right-side panel.

3. Contacts Page: Navigate to a contact’s profile and start a conversation directly.

1. Accessing from the Deals Page

Starting a conversations from Deals

Steps to Start a Conversation:

1. Navigate to the Deals section in Pipedrive.

2. Open an existing deal where you want to communicate with the contact.

3. On the right-side panel, locate and open the Mercuri Inbox.

4. Click Compose Message to initiate a conversation.

5. Select the contact's phone number and communication channel.

6. Type your message and send.

Key Features:

• Keep track of all conversations linked to specific deals.

• Automate follow-ups and notifications based on deal status.

• Improve sales workflows with integrated messaging.

1. Accessing from the Header Navigation

Inbox that can be used across the Pipedrive App.

Steps to Start a Conversation:

1. Click on the Mercuri SMS & WhatsApp icon in the top navigation bar.

2. The Mercuri Inbox will open, displaying active and closed conversations.

3. Click Compose Message to start a new conversation.

4. Select the recipient’s phone number.

5. Choose the communication channel (SMS or WhatsApp).

6. Type the message and hit Send.

Key Features:

• Quickly view all active and closed conversations.

• Search for past messages using the search bar.

• Manage message notifications in real time.