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.

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