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Mastering Message Management: A Comprehensive Guide to Searching and Advanced Filtering in Your CRM

Mastering Message Management: A Comprehensive Guide to Searching and Advanced Filtering in Your CRM

Dive into the intricacies of message management in your CRM with this comprehensive guide. Learn how to effectively search and apply advanced filters to streamline your communication process. This tutorial provides step-by-step instructions on leveraging search functionalities and advanced filters to quickly locate specific messages and refine your inbox. Whether you're searching for a particular conversation or narrowing down results by criteria such as date or sender, mastering these tools enhances efficiency and organization in your CRM workflow.

Overview

When it comes to managing messages in your Inbox, search functionality is essential to track and organize your communication efficiently.

1. Start by navigating to the 'Inbox' section.

1 First, click on the element.

2. Next, utilize the 'Search' field to uncover specific keywords.

2 Click on the element.

3. To refine your search, select the 'Filter' option.

3 Following that, click on the element.

4. Under filters, try viewing assignments by the 'Assigned' category.

4 Click on "Assigned (Contact Owner)".

5. Further refine your parameters by selecting 'Last Message Channel.'

5 Afterwards, click on "Last Message Channel".

6. Done with the filters? Click 'Apply' to view updates.

6 Once that's done, click on "Apply".

7. Lastly, arrange your messages in order of preference.

7 Click on "Latest-All".

By using these search features effectively, you can save time and manage your messages more efficiently in your CRM. Whether you need to find a particular message or analyze your communication history, these tips can help you get the most out of this powerful platform.

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