Overview

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

Here are some useful tips for searching messages in CRM:

1. Click "Inbox"

Navigate to the Conversations page.

2. Click "Search"

Your Inbox comes equipped with a search bar that allows you to search for specific keywords, phrases, and names. This feature helps narrow down your search results and quickly find relevant messages.

3. Quick filter by "Assigned"

You can filter conversations assigned to you, particular users or unassigned chats to manage incoming messages quickly.

4. Quick filter by channel

Quick Filter by channel: Your CRM Inbox supports various channels, including SMS, email, Facebook Messenger, Instagram, GMB, and WhatsApp. Use the channel filter to find messages sent or received on a specific channel.

5. Apply filter by "Latest or Oldest"

To streamline your search results, you can apply filters to sort messages by their date range, either the newest or oldest.

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.