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Using JobNimbus
How Do I Filter My Inbox in Engage?
Easily Manage Your Engage Inbox with Advanced Filtering Options: Learn How to Filter Messages by Location, Sales Rep, Phone Number, and Assignee
Filtering your inbox
- Navigate to the Engage icon at the tip of your page
- Next, find the filtering icon at the top right of your conversations
- You will now see several filtering options, including:
- Location - This option is applicable if you have multiple locations. It allows you to filter conversations based on the location they are associated with
- This option will only be visible if there is more than one location in your account.
- Assigned to - Use this option to view conversations by the team member assigned to them in Engage.
- Note: The "Assigned to" filter does not apply to the "assigned to me" tab
- Sales Rep - This option enables you to view conversations by the sales representative assigned to the contact or job.
- Engage Number - This option lets you view texts sent from a specific phone number in Engage.
Managing Filters
After selecting your filters, you can clear all filters by choosing "Clear All" from the filter icon or clicking the "x" next to a specific filter to remove it.