Filter Conversations by Sales or Service | Feature Requests

Filter Conversations by Sales or Service

Phillip Gill

Now that there is the service engagement hub and service people are using the CRM, it would be great to be able to filter the conversations by service and sales for easier filtering.

Shelby Parker

Thanks for sharing this, Phillip Gill — really helpful context, especially with service teams now working in the CRM. I’ve passed this along to the team for review, and if we need any additional details on your workflow (e.g., how you’d expect “Sales” vs “Service” to be defined in conversations), I’ll follow up.