The Inbox is your central hub for tracking applications, scheduling sessions, and reviewing completed meetings. The Inbox keeps all of your Sagetap activity organized in one convenient location.
Understanding Tabs in your Inbox
All Tab
The All tab gives you a complete overview of every application or invite you have received or sent, as well as all completed and upcoming calls.
Scheduling Tab
Applications or invites that have been accepted but not yet scheduled will appear in the Scheduling tab.
From here, you can:
Suggest meeting times that work for you
Review and accept suggested times proposed by the other party
Rescheduling Tab
If a session is missed, canceled, or the current scheduled time needs to be adjusted, it moves into the Rescheduling tab. From here, you can:
Suggest new times
Accept proposed alternate times
Upcoming Tab
Once a session has been successfully scheduled, it appears in the Upcoming tab.
For each call, you can review all application or invite details ahead of the call.
Past Tab
The Past tab is your record of completed sessions, as well as all declined invites and applications or cancelled sessions.
For successfully completed sessions, you will be able to watch call recordings and read call transcriptions, as well as review any post-call feedback submitted.
This history helps you keep track of engagement and revisit valuable past conversations.
Inbox Columns
Each application is displayed in a table view with the following columns:
Name
This will display the vendor's name
Call Type
Can be either a Product Pitch, Research Call, or Product Feedback Call. Read more about different call types in this article
Status
The current state of your application sent or invite receivedSessions
The number of sessions already completed with each vendor. This is especially helpful for tracking repeat interactions.
Activity
Records the most recent action taken on an application or invite. Any new activity will be automatically reflected in this column.
Filtering by 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 reviewing your Inbox regularly, you ensure no opportunity or session is missed.
If you have any questions about your Inbox, please contact [email protected].