Saved Contact Lists & Advanced Filtering for Conversations Tab
in progress
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.
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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.
S
Susmitha Damarla
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in progress