Overview
Coevera gains a dedicated Inbox preview screen that brings full email management directly into the CRM. Users can browse, filter, read, and act on their email conversations across one or more connected email accounts, organized into familiar mailbox views such as Inbox, Scheduled, Sent, and All Mail. The screen supports multiple email accounts, scheduled and mass emails, favorites and linked-records side panel that ties each conversation back to the Accounts, Contacts, Leads, Opportunities, and other entities it relates to. Three view types are available for Inbox, each with its own icon: List View (the default), Horizontal View (Horizontal Split), and Vertical View (Vertical Split).
Navigation and Screen Layout
A new Inbox preview screen is added to the main navigation, accessible from the new “Communication” tab. The screen is composed of a left side panel of mailbox views, an email-account selector, a toolbar with various actions (options vary depending on whether one or more emails is selected) and quick filter, and the email list itself.
Toolbar
The toolbar provides Refresh, a full-text Search (matching the behavior of the Feeds email tab), a Quick Filter, and a Settings. The side panel can be resized by clicking and dragging its right border.Quick Filter behaves the same as on other preview screens — any conversation containing at least one email that meets the criteria is shown.
Main Menu Actions
The menu offers actions that adapt depending on the current view and selections:
Create Standard Email — opens the Create Standard Email window.
AI Email Categorization — same behavior as in Feeds, with Last 7 Days and Last 30 Days options. In place of Custom Selection, a Selected Emails option runs categorization on the currently selected conversation.
Mark as Read — marks selected unread email(s) as read
Mark as Unread — marks selected read email(s) as unread
Cancel Send — cancels a scheduled email
Delete — deletes the selected email conversations. Deleting a scheduled email also cancels its send.
Email Account Selector
The header includes an account selector that lists every email account the user has access to. Only conversations from the selected accounts appear in the list, and the selection is saved to the user's profile.
Mailbox Views
The side panel presents a set of views, each showing emails and conversations based on rules. A conversation can appear in multiple views if it satisfies multiple conditions (for example Opened, Clicked, and Unsubscribed at once). The default view is Inbox.
Inbox — conversations that include a received email;
Scheduled — conversations with a scheduled reply;
Sent — conversations with a sent reply;
All Mail — timeline of all conversations newest to oldest, including received, sent, and scheduled emails;
Favorites — conversations with a favorite email;
Unread — conversations with a received email not yet opened or marked unread;
Not Replied — conversations the account owner has not replied to;
Not Opened — conversations where a sent email was not opened by any recipient;
Opened — conversations where a sent email was opened by any recipient;
Clicked — conversations where a link in a sent email was clicked;
Unsubscribed — conversations where at least one recipient unsubscribed;
Bounced — conversations where a sent email bounced
Email List
Conversations are always sorted newest to oldest. Email ownership follows the email account owner rather than the actor:
for personal accounts this applies when a user sends using another user's account
company accounts keep ownership with the actor.
If a user has access to multiple accounts that appear in the same conversation, the conversation is shown once per account.
Checkbox — allows multi-selecting conversations; available main menu buttons change with the selection.
Favourites Star — when unstarred, clicking marks the conversation's last email as favorite; when starred, clicking removes favorite from all emails in the conversation. For company accounts, favorites are per user.
Timestamp — shows the date/time for emails using the user's format settings.
Senders — shows names of senders (conversation participants)
Icons — attachment, scheduled, and different-actor icons indicate additional information
Subject
Body
Tags and Sentiment — matching how it works in Feeds and are editable
Eye — shows tracking detail like in Feeds.
Sharing — indicates whether the last email is public or private
Unread and read items are styled differently. Items become read when opened or marked read, and unread when newly arrived or marked unread; for company accounts, read/unread is per user.
Inbox View and Received Email Detail
Opening a received email shows the detail tied to that specific email, with the same content visualization and actions as the email detail in Feeds. The detail adds a Favorite control (not present in Feeds) and follow-up actions Reply, Reply All (only when there are multiple recipients), and Forward, each opening a Create Standard Email window as in Feeds.
Scheduled View
Scheduled emails are shown as single, separate emails rather than as part of a conversation.
Timestamp — a future date/time when the email is due to be sent
Sender — standard emails show recipients’ first names, mass emails show the number of recipients.
Icons — attachment, different actor, and mass email.
Opening a scheduled email opens the same dialog as in Feeds with identical behavior; Cancel Send removes it from the list. Mass email detail matches the scheduled mass email detail in Feeds.
Sent View and Sent Email Detail
Senders display as the first names of the recipients.
Sent items can show attachment and different-actor icons. Mass emails are listed as individual child emails per recipient, and the email detail adds a Show Mass Email link beside the tags that opens the parent mass email statistics, as in Feeds.
Opening a sent email shows the detail tied to that email with the same content visualization and actions as the outgoing email detail in Feeds. The detail adds a Different Actor indicator when sent by someone other than the account owner, a Favorite control, and the same Reply/Reply All/Forward follow-up actions as the received email detail.
All Mail View
All Mail aggregates received, scheduled, and sent emails on one screen in chronological order, newest on top, with future-scheduled emails always pinned to the top. Because it aggregates every type, individual elements, information, and actions match those of the originating email type. Scheduled emails appear as separate items independent of their conversations.
Domain Actions — based on the selected email's type; when emails of different types are selected together, only the actions applicable to all selected types are available.
Sender — always displays senders only, using the standard naming logic.
Icons — attachment, different actor, scheduled, and mass email.
Email information and Email Detail follow the originating email type.
Conversation Thread
Conversations match the Feeds thread experience with each email in its own conversation box.
Sorting — emails can be sorted newest-to-oldest or oldest-to-newest; the default is newest on top, and the choice is remembered per user across all conversations.
Icons — each email box can show a different-actor icon (sent by someone other than the account owner) and a favorite icon at the bottom right.
Reply and Forward
Reply and Forward open the Create Standard Email window. The dialog is the same one used when replying to or forwarding an email in Feeds.
Record Detail Panel
A linked-records side panel ties each conversation back to the records it relates to. The list aggregates records linked to the email thread and records that already contain the email addresses in the FROM and TO fields.
Linked Records side panel — shown when the email has a linked record. A single linked record opens its detail directly; multiple records show a list with entity icon, entity name, and record name. Clicking a record opens its detail (except custom entities, for now).
Sections — records are grouped by entity
Unknown — present when a sender or recipient does not exist as a record. Each row has a Create New button offering Account or Contact, which opens the relevant Create New Record form with the email pre-filled in the Primary Email field. On save, the address becomes a record.
Unavailable — present when the user lacks permission to see a linked record
When there is a single linked record, or when a record is opened from the list, the record detail is shown — the same side panel used when selecting a record in a preview-screen list view.
Inbox Settings
The screen has a single settings profile named Inbox Settings. Settings are organized into two tabs: View and Custom Filter.
View — Content Density
Content Density controls the row height of the email list through radio options with preview images. The Default option uses standard row height; the Compact option reduces it.
Custom Filter
The Custom Filter tab includes every field from the Email entity and all entities that can be linked to emails — Lead, Opportunities, Contacts, Accounts, Quotes, Projects, and Custom Entities. A new Is Favorite field is added to the Email entity. Added fields are available in their full extent, with all operators per field type, just like other preview screens.
Views
As well as the List View, users can select from a Horizontal View or Vertical View
Horizontal View
A horizontal layout stacks the email list above the selected email's content.
The email list keeps every element available in the other views
The Content Density option in Settings controls the height of each list item
The selected email's content shows the same elements as a fully opened email.
A divider separates the email list from the selected email's content and can be moved by click-and-drag to resize the email list
Vertical View
A new vertical layout places the email list on one side and the selected email's content beside it, so users can read a message without leaving the list.
The email list keeps every element available in the other views
The Content Density option in Settings controls the height of each list item
The selected email's content shows the same elements as a fully opened email.
A divider separates the email list from the selected email's content and can be moved by click-and-drag to resize the email list.
Multiple User Email Accounts
Users can now keep several individual email accounts active at once across multiple providers, and choose which one acts as the primary account for automatic sending.
Email Integrations Section
A new Email Integrations section appears at the top of User Settings → Apps, grouping the related integrations: Outlook Email, MS Exchange Email, Gmail for Email Synchronization, Gmail for Sending Emails, SendGrid, and IMAP.
Global Email Configuration
The email section now has a configuration button that opens a Configure Automations window. When no personal email account is connected, this option is disabled.
An Automation section lets users pick a Primary Account from a dropdown listing all connected personal email accounts; the first account that was connected is pre-selected.
Primary email account serves as the default account for Automatizer and Email Sequences when sending emails automatically. Only one email account can be set as primary.
Two sharing settings — Automatizer and Email Sequences (with their child settings) — are now applied globally to the primary account rather than per account, and persist if the primary account is changed.
Adding and Removing Accounts
Activation buttons across the section are labeled Add, and deactivation buttons are labeled Remove; their behavior is unchanged.
Multiple personal email accounts can be added for Outlook Email, Gmail for Email Synchronization, Gmail for Sending Emails, and SendGrid.
Added accounts are listed under their email integration and can each be configured or removed — for both single-account and multi-account integrations.
The account set as primary shows a PRIMARY label.
Per-Account Configuration
The section Sharing groups the sharing settings that do not depend on the primary account.
Frequently Asked Questions (FAQs)
How does Coevera decides which mailbox an email shows up in?
Every email is stored once, but it can appear in several mailboxes at the same time — the sender's, the people it was shared with, and any shared company inbox it belongs to. Here's the logic behind that:
Each user has one mailbox
Pipeliner picks up one connected email account per user. It looks for a working connection in this order:
Gmail — if it's connected and healthy.
Outlook / Microsoft 365 — if Gmail isn't set up.
Any other account via IMAP — as a last resort.
If a user has none of these — or their connection has expired, been disabled, or is throwing errors — they simply don't get a mailbox, and no email activity will appear for them until they reconnect.
When more than one working account of the same kind exists, the one most recently set up or reconnected is used.
Company mailboxes are separate
Alongside personal mailboxes, your company can have shared company inboxes — for example a common sales@yourcompany.com address. These are treated as mailboxes in their own right, independent of any individual user.
Where each email lands
Whether an email is filed to a company mailbox, a personal one, or several personal ones at once depends on how it was sent and who it involves.
Company · Sent to or from a shared address — Shows up in that company mailbox, and only there. It is not duplicated into any personal mailbox.
Personal · Sent or owned by a user — Shows up in the mailbox of the person who sent or owns the email.
Personal · Shared with teammates — Also shows up in the mailbox of every teammate the email was shared with inside Pipeliner.
An email is never shown twice in the same mailbox — if you're both the owner and someone the email was shared with, you still see it once.
Conversations stay together
Emails are grouped into conversations. A reply is placed with the rest of its thread inside every mailbox that thread appears in. A standalone email is simply a one-message thread of its own.
Timing and order
Each email is timestamped by the moment it was actually sent — or, for scheduled emails, by the moment it's scheduled to go out. That is what controls the order you see them in.
In short: Company emails go to the company mailbox. Personal emails go to the sender's mailbox and to anyone they were shared with. Users without a working connected email account won't see any mailbox activity until they reconnect.