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Effortless Chat Access: Utilizing Quick Filter Buttons in Your CRM

Learn how to streamline your chat access in your CRM with this comprehensive guide. Discover how to leverage quick filter buttons to instantly access your chats, enhancing efficiency and responsiveness. This tutorial provides step-by-step instructions on utilizing quick filter buttons to navigate your conversations effortlessly, ensuring you never miss an important message. Whether you're managing multiple chats or prioritizing specific contacts, mastering quick filter buttons in your CRM empowers you to stay organized and engaged with your audience.

1. Open your Inbox.

1 Click on the element.

2. Next, attempt to access your Filters.

2 Click on the element.

3. Select your preferred Filter type.

3 Next up, click on "Quick Filters".

4. Locate the 'My Chat' category.

4 After, click on "My Chat".

5. Click 'Assigned to' for alternate user messages.

5 Click on "Assigned To".

6. Choose the 'Unassigned' option to display unclaimed contacts.

6 Click on "Unassigned".

7. Finally, select your desired platform under 'Last Message Channel'.

7 Then, click on "Last Message Channel".

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Effortless Chat Access: Utilizing Quick Filter Buttons in Your CRM | Aesthetix CRM