Mark template message conversations as closed in inbox
Mark template message conversations as closed in inbox
Your template-based client messages stay open and require manual closure, delaying follow-ups and hiding priorities. Closing them automatically keeps inboxes tidy so your team responds the same day.
Overview
Template-driven threads can rack up in your broker inbox and eat time that would otherwise go to client advising. This flow auto-closes those threads so inboxes reflect active work and your team can prioritize live client needs the same day.