Filter Conversations by pipeline/stage/user assigned/tag/etc..
in progress
A
Alex Caragiannides
I think it would be cool to have a filtration in the conversations tab similar to how you can filter in the contacts tab by pipeline, pipeline stage, tags, user, etc...
HIGHLVL-I-2725
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A
Angela MacKay
Will the conversations be able to create views by phone line at some point? I have teams share phone lines but only one user can be assigned that phone line. So, the assigned user can use a series of filters that is assigned to their phone line because that's how the "My inbox" works among other criteria that lands certain conversations in the "My inbox". However, the rest of the team sharing that number is not so easy. I have set up tags to assist with filtering but tags live on the contact level and each contact may need to converse with different departments/users. A specific department who is assigned a shared number should be able to create a view with that tag AND that phone line. This will make "Views" so much more flexible if this was a choice. Thank you.
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J
JD Grupo Inmobiliario
If we think this improvement in filtering by tag is very important to us
S
Sales & Marketing
Merged in a post:
Saved Contact Lists & Advanced Filtering for Conversations Tab
E
Ethan Halverson
Right now the conversations filtering is limited and clunky for service businesses managing multiple service lines.
What I need: the ability to create and save custom contact lists based on tags/criteria, then quickly access those lists directly from the conversations tab.
Use case example:
I have contacts tagged as "Permanent Lighting Leads"
I have contacts tagged as "Gutter Cleaning Leads"
I have contacts tagged as "Snow Removal Leads"
Instead of manually filtering every time I want to message a specific group or scrolling to find the right person, I want to create saved lists (like "All Lighting Leads") and click directly into that list from conversations to see only those contacts in the conversations tab.
This would let me:
Quickly segment and message specific service categories
Avoid repeatedly setting the same filters
Streamline communication workflow for multi-service businesses
For service businesses juggling multiple offerings, this would make the conversations tab way more functional and save tons of time daily.
Chase Buckner
Merged in a post:
Filter conversations by tag, workflow, opportunity stage
J
JLW Online
Conversations filtering is really limited.
We need to be able to filter conversations by USEFUL filters, such as what opportunity stage they're in, what workflow they are/were in, and what tags are applied
E
Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
The desktop filtering works well but really need this on mobile too. Half our team manages conversations from their phones and they're missing the ability to quickly filter by assigned user.
E
Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
We handle similar multi-service setups and the current filtering gets tedious fast. Having to rebuild the same tag filters every time just to see your snow removal conversations or lighting leads is painful. Saved lists would be perfect for this.
E
Eddy CEO WhatSnap.ai - Connect YOUR phone to GHL
Definitely need this. Right now finding specific conversations is a nightmare when you're managing hundreds of leads.
E
Edison Lopez
YES PLEASE add this to mobile. Would make a huge difference for us
J
John Varghese
Need this feature in mobile app as well
R
Reeve Yew
How can I save the filter in the conversation inbox? i want to have multiple quick access filter
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