The Inbox is your central hub on Sagetap for tracking applications, session scheduling, and completed meetings. Whether you’re a Sage applying to Vendor opportunities or a Vendor managing Sage applications, the Inbox keeps everything organized in one streamlined view.
Finding Your Inbox
You can access the Inbox anytime by selecting Inbox from the left sidebar of your profile.
Understanding Tabs in your Inbox
All Tab
The All tab gives you a complete overview of every application tied to your profile.
For Sages:
You’ll see applications you’ve submitted to Vendors for Product Pitches and Research Calls. This is where you can track the progress of each application—from the moment it’s sent until it’s scheduled or declined.For Vendors:You’ll see all applications submitted by Sages who have responded to your invitations or opted into your Product Pitch or Research Call. This view allows you to manage multiple applicants and review their status in one place.
Scheduling Tab
Applications that are moving forward to a session appear in the Scheduling tab.
From here, you can:
Suggest meeting times that work for you
Review suggested times from the other party
Confirm a session once a time works for both sides
Tip for Sages: This is where you finalize availability after a Vendor approves your application.
Tip for Vendors: Use this tab to quickly coordinate session times with multiple Sages.
Rescheduling Tab
If a session is missed, canceled, or needs to be updated, it moves into the Rescheduling tab. From here, you can:
Suggest new times
Accept or propose alternatives
This ensures sessions can still take place even when schedules change.
Upcoming Tab
Once a session has been successfully scheduled, it appears in the Upcoming tab.
Here you’ll find:
Easy access to session links once they’re available and application details.
A clear overview of all your upcoming commitments
Past Tab
The Past tab is your record of completed sessions.
For Sages: Quickly review which Vendors you’ve spoken with.
For Vendors: Track which Sages have already participated in sessions.
Note: This history helps you keep track of engagement and revisit valuable past conversations.
Columns Within Inbox Tabs
Each application is displayed in a table like view with the following columns:
Name
For Sages: the Vendor’s company name.
For Vendors: the Sage alias (to protect Sage privacy).
Type - The type of session connected to the application. Read more about Sagetap sessions.
Status
The current state of the application:Pending - the application is under review.
Approved - the application has been accepted.
Declined - the application was not approved.
Sessions
The number of sessions already held with that Sage or Vendor. This is especially helpful for tracking repeat interactions.Activity
Records updated action taken on an application, such as:
When an application was submitted
When it was approved or declined
When it moved to scheduling, rescheduling, or past
Using Filters and Date Range
At the top right of your Inbox, you’ll find a Date Range filter. This allows you to:
Narrow your Inbox to view applications and sessions from a specific timeframe
Quickly locate recent or older interactions without scrolling through your entire history
Note: By using the Inbox regularly, you ensure no opportunity or session is missed.
If you have any questions about your Connections, please contact [email protected].