Overview
This update adds six new filters in Conversations. These filters make it easier to sort your inbox and focus on the conversations that need attention.
What’s new
You can now filter conversations by:
- Channel Account (for example, a specific phone number, Facebook page, or Instagram account)
- Last Call Status (for example, completed, no answer, voicemail)
- Contact Type (Leads, Customers, or custom contact types in your sub-account)
- Opportunity Pipeline (shows conversations tied to contacts with at least one opportunity in the selected pipeline)
- Opportunity Stage (stage options adjust based on the pipeline you choose)
- Opportunity Status (open, won, lost, abandoned)
You can also combine these with existing filters using AND/OR conditions.
How to use it
- Open Conversations.
- Click the Filters icon at the top of the conversation list.
- Choose a filter type and select one or more values.
- Click Apply.
- Add more filters if needed, or use Clear to reset.
Why it matters
These filters bring more CRM context into your inbox, so you can quickly find missed calls, follow up on open deals, and prioritize customer support without manually scanning the full list.
