Using Filters and Bulk Actions in Conversations

Modified on Mon, 05 Dec 2022 at 06:09 AM

Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure you don’t miss out on opportunities with your leads.

Step One: Navigate to the Conversations tab. 

Bulk actions

  • Here you can Mark as unread, read, starred (important to mark important conversations, conversations to come back to, and personal categorizing), unstarred, and delete unwanted messages.

By using the Quick filter, you can filter by:

  • Conversation type
  • Assignee
  • Last message channel

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