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.
Log In