Conversations: Expanded Filtering Capabilities
complete
J

Jacinta Cook
We're expanding the filtering capabilities in Conversations with six new filters, giving users more control over how they organize and manage their inbox. Users can now filter conversations by Channel Account, Last Call Status, Contact Type, Opportunity Pipeline, Opportunity Stage, and Opportunity Status. Previously, finding conversations associated with a specific phone number, missed call, or opportunity required manually scanning the inbox or switching between Conversations, Contacts, and Opportunities. With these new filters, teams can quickly narrow down their inbox, identify conversations that need attention, and take action faster. All six filters can also be combined with existing filters using AND/OR conditions.
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J

Jacinta Cook
updated the status to
complete
The status was updated to
in progress