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Inbox and conversations
Find a missing conversation
Finding out why the inbox looks empty after you connect an account. Hide in-progress outbounds is ticked by default, so people in a sequence who have not replied are hidden. Conversations live on a person's record, so the inbox fills only when that person exists with their email or LinkedIn URL; with Contact auto-creation on None or LinkedIn Sync on Selected, no records are created. Add the person, or let the account create them. If an account says Sync failed, choose Reconnect.
Transcript
You've connected an account but the inbox looks empty. Hide in-progress outbounds is ticked by default, so people in a sequence who haven't replied yet don't show here. Conversations live on a person's record, so the inbox only fills when that person is in your CRM with their email or LinkedIn URL. With Contact auto-creation on None, or LinkedIn Sync on Selected, no records get created for you, so there's nothing to show. Add the person with their email or LinkedIn URL and the conversation appears, or let the account create them. The next videos explain each option. If an account says Sync failed, choose Reconnect and you keep the same account.
Read the article: Understanding the Vetta Unified Inbox