Filters in Unreplied or Conversations
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Nicole Torrez
It would be extremely helpful to have additional filters available so managers can quickly narrow down which conversations need attention. Ideally, we’d like the ability to filter by:
Lead Type: Internet, Showroom, or Phone
User: Specific salesperson/user assigned to the customer
For example, if we only want to review unreplied Internet conversations or check unreplied messages for a specific salesperson, we could easily filter the list instead of having to sort through all conversations.
This would make the Unreplied section much more manageable for stores and allow managers to identify follow-up gaps more efficiently.
Shelby Parker
Thanks for sharing this, Nicole Torrez — totally hear you on how much time it can take to sift through the Unreplied list without more ways to narrow it down. Filtering by lead type (Internet/Showroom/Phone) and by assigned user makes a lot of sense for managers trying to spot follow-up gaps quickly. I’m sharing this with the team for review, and if we need any extra details (like how you’d expect these filters to behave in Unreplied vs. the broader Conversations view), I’ll follow up.
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Erica Brizuela
Yes please add this