This article will guide you on enabling filters, efficiently managing multiple conversations, and utilizing extra features like snippets, internal comments, and more to enhance communication.
What Are Conversation Filters?
Conversation Filters are a valuable tool designed to help users efficiently manage and organize their communication. By sorting conversations based on criteria like message type, assignee, or date, these filters simplify the process of finding and prioritizing interactions. This feature ensures a more structured workflow, allowing for quicker responses and seamless communication management.
Filters help you quickly find specific conversations by:
- Contact Engagement Score
- Assigned (specific team member)
- Follower Assignment
- Last Message Channel/Type/Direction (e.g., inbound/outbound)
- Last Outbound Message Type (e.g., manual/automated)
- Last Message Channel (e.g., SMS, Email)
Benefits of Conversation Filters
Understanding the benefits of conversation filters enables you to make the most of them, streamlining repetitive tasks and fostering better collaboration within your team.
- Efficiency: Save time by managing multiple conversations with just a few clicks.
- Organization: Easily filter conversations by type, assignee, or status.
- Collaboration: Use internal comments and mentions to improve team communication.
- Flexibility: Customize filters to meet your specific needs and preferences.
Applying Conversation Filters
Filters are a versatile tool that help you customize the conversation view to suit your specific needs. Applying filters is quick and easy, and will help you locate relevant conversations based on various criteria, improving your response time and overall efficiency.
- Click on the Filter icon in the Conversations panel.
- Select the criteria you want to filter by.
- The conversations will update based on your selected filters.
Sorting Conversations
Sorting options allow you to arrange your conversations in a way that’s most convenient for you. There are multiple available sorting methods, ensuring you can always find what you’re looking for quickly.
You can sort conversations by date to quickly find the latest or oldest messages:
- In the Conversations panel, click on the Sort dropdown menu.
- Choose either Newest to Oldest or Oldest to Newest.
Starred Conversations
Starred conversations are a simple yet effective way to highlight and revisit important messages, helping you keep track of high-priority interactions with ease.
Star important conversations to easily find them later:
- In the Conversations panel, click the Star icon next to a conversation.
- To unstar, click the Star icon again.
Managing Multiple Conversations
Handling a high volume of conversations can be challenging, but with multiple "conversation actions", you can efficiently manage multiple conversations simultaneously, helping you maintain control and organization in a busy environment.
Managing multiple conversations at once is easy with these steps:
- In the Conversations panel, select the conversations you want to manage (up to 100 at a time).
- Choose from the following actions:
- Mark as Read/Unread
- Star/Unstar
- Delete
Frequently Asked Questions
Q: What is the maximum number of conversations I can select for managing multiple conversations?
There is no limit to how many conversations you can select at a time.
Q: How do I reset filters to see all conversations?
Open the conversation filters panel and click the Reset Filters button to clear all applied filters.
Q: Can I customize the types of filters available?
No. You cannot create custom conversation filters in CRM, but we are adding more as often as we can.
Q: Are actions like marking as read or deleting conversations reversible?
Certain actions like "mark as read" can be reversed, but other actions like "deleting conversations" are permanent, so double-check before taking any action.