How to Filter Messages by Status

How to Filter Messages by Status

                                                 How to Filter Messages By Status

In ‘Messages’, you can view all messages from different prospect statuses. This guide explains how to filter and view messages only from prospects who have eg, replied, shown interest, or have been recognized by the system as booked.

  1. From the home page, click on the ‘Messages’ tab at the left hand side of the screen.
Home dashboard with the Messages tab highlighted in the left sidebar

  1. Once in the messages page, click on the three lines to the right of the search bar

Messages screen with the filter icon beside the search bar highlighted

  1. Click on ‘Filter by status’ and then choose what status types you would like to view.
Messages screen with the Filter by status menu open, listing In queue, Connection request, Connected, Replied, Interested and Booked

  1. Select the status types
Messages status filter with Replied, Interested and Booked ticked, and the list filtered accordingly

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It's a simple formula. Time-based personalization means more replies, which means more opportunities, which means more sales!