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

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  • You will now see several filtering options, including:

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  1. Location - This option is applicable if you have multiple locations. It allows you to filter conversations based on the location they are associated with
    1. This option will only be visible if there is more than one location in your account. 
  2. Assigned to - Use this option to view conversations by the team member assigned to them in Engage.
    1. Note: The "Assigned to" filter does not apply to the "assigned to me" tab
  3. Sales Rep - This option enables you to view conversations by the sales representative assigned to the contact or job.
  4. 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.