Using Filters and Bulk Actions in Conversations

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

Sorting:

• Here you can choose to view messages from Latest to oldest or oldest to latest

Scheduling messages in conversations

• You can now schedule individual messages via SMS or Email from the conversation directly, selecting the date, time, and timezone intended to send. You can cancel by viewing the message details.