Filter Conversations by pipeline/stage/user assigned/tag/etc..
planned
A
Alex Caragiannides
I think it would be cool to have a filtration in the conversations tab similar to how you can filter in the contacts tab by pipeline, pipeline stage, tags, user, etc...
HIGHLVL-I-2725
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J
Jonathan Wilson
This is extremely important and the #1 missing feature of GHL in my view. I'm stunned GHL got this far down the road without it. Tags are a hugely important part of any CRM operation allowing users to categorize, sort, find people who need certain actions like Replies or Calls, trigger Workflow, etc and its really difficult to handle Conversations in any appreciable volume at all when they are all mixed together and can't be segmented.
GHL, please implement this immediately.
While I personally need to Filter by Tags in the Conversation view (which is what brought me to Support and then here to this request form just now), I agree with the other posters that all the basic filters should be made available: Tags, Pipeline Stages, Assigned User, etc.
R
Ryan Hartigan
I want to filter by the actual phone number used
W
Will Anagnos
Any update on ETA?
M
Mélanie Primeau-Geoffroy
To be able to associate an email (or a conversation) to an opportunity is mandatory. This is accessible in most CRM and requested by our customers. Is this comming soon ?
C
Cameron Arsenault
Oh my god this would be SUCH a big improvement. Currently, the Conversation section is basically unusable other than for fielding inbound messages. Once the prospect is responded to, they get lost in the inbox and following up is a HUGE pain.
Please build this asap!!
W
William Hamilton
we need this ASAP
C
Courtney Long
Yes! Also, the ability for admin to filter conversations by assignment. Let's say a user on the staff is assigned to take care of all inquiries for Department A. That user will only be able to see conversations he/she is assigned to. However, the CEO would be able to see and filter all conversations.
M
Martí Tribó
Susmitha Damarla anything????
M
Martí Tribó
Sales & Marketing ANY NEWS??
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