What is Mark As Done + How it Works - Why Helpful to Reach Inbox 0
Clear processed conversations without losing them — and keep your inbox focused on what still needs a reply.
What is "Mark as Done"?
Mark as Done is Breakcold's way of letting you clear a conversation from your inbox without archiving or deleting it. Think of it as a snooze until they reply — the conversation disappears from your active inbox the moment you click it, and comes back automatically the instant your contact sends a new message.
📌 **The exact behaviour, in Breakcold's own wFew readersHow to Create Records from the Inbox
Turn any conversation participant into a CRM record without leaving your inbox.
Overview
When you receive a message from someone who is not yet in your CRM, you can create a Person, Company, or Deal record directly from the inbox — without leaving the conversation. Breakcold will automatically enrich the new record with AI, pulling in details like company name, job title, LinkedIn profile, location, and more.
Step 1 — Open a Conversation
Go to your Inbox and click oFew readersCan You Run Conversations On Behalf Of Other Team Members
Yes you can run conversations on behalf of other team members if they give you the right permissions on their email or social accounts.
Can you make sure they don't see sensibile data?
Yes if you give their permissions on only contacts in the CRM, team members will not see all your conversations.Few readersHow to Link Conversations From Different Channels to 1 Record to Have a single source of Truth and avoid duplicates
Create a single source of truth and avoid duplicates by linking all conversations to one record.
Why Link Instead of Creating New Records?
In sales, you often talk to the same person across multiple channels — email, LinkedIn, WhatsApp, Telegram, and more. If you create a new record every time you see their name in a different channel, you end up with duplicate records and scattered information.
The better approach: create the record once (from the inbox or from the Records page)Few readersHow Views Work in the Inbox
Organize your conversations with channel views, filters, folders, and more.
Overview
The Inbox in Breakcold is where all your conversations live. Views let you organize and navigate conversations by channel, status, and custom filters. Here is what you can do:
Browse conversations by channel (Inbox, Email, LinkedIn, WhatsApp, Telegram, etc.)
Filter conversations by status (Done, Archive, Trash, Scheduled, Starred)
Use tabs to show All, Records only, Favorites, or GroupsFew readers