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How to Filter Messages in the Inbox

Unlock the power of message filters in Aesthetix CRM with this expert guide. Learn how to effectively manage and organize your communications by setting up customized filters tailored to your specific needs. From sorting by sender to prioritizing important messages, this step-by-step tutorial empowers you to streamline your inbox and stay focused on what matters most. Whether you're juggling client inquiries or team collaborations, mastering message filters ensures you maintain clarity and efficiency in your CRM communication workflow.

Overview

In this section you have the ability sort your messages by Unread, Recents, Starred, and All conversations using these filter

As a business owner, it’s important to keep track of your communication with clients, customers, and prospects. However, sifting through an overwhelming inbox can be a daunting task that takes up valuable time and energy. That’s where your messaging Inbox Filters come in handy.

1. Let's start by accessing your conversation hub

1 To kick off, click on the element.

2. Did you miss anything? Tap Unread to be sure.

2 Afterwards, click on "Unread".

3. Now switch to Recents to view your latest interactions.

3 Then, click on "Recents".

4. Want to review your favorites? Go ahead and press Starred.

4 Then, click on "Starred".

5. Lastly, hit All to showcase every conversation available.

5 Next, click on "All".

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How to Filter Messages in the Inbox | Aesthetix CRM