Searching, filtering and shortcuts
Search
Section titled “Search”Use Search the inbox at the top of the thread list to find threads by name, email address, phone number or what was said. The search at the top of every page also finds contacts and items in your catalogue.
Filter and sort
Section titled “Filter and sort”Click the filter button next to the search to narrow the list. You can filter by:
- Owner
- Source
- tag
- Channel
- Stage
- company
- Returning customers
- Lead score, where your plan includes it
The same menu lets you Sort the list. Filters you’ve chosen show as chips above the list; click the cross on a chip to remove it, or Clear filters to start again.
Work on several threads at once
Section titled “Work on several threads at once”- Tick the threads in the list.
- Use the bar that appears to Assign, Close or Mark read them all.
- Click Clear to untick them.
Keyboard shortcuts
Section titled “Keyboard shortcuts”Shortcuts work anywhere in the inbox except while you’re typing.
| Key | What it does |
|---|---|
j |
Next thread |
k |
Previous thread |
Enter |
Open the thread |
r |
Reply |
n |
Add a note |
e |
Close the thread |
c |
Call a number |
? |
Show these shortcuts |
Ctrl + Enter |
Send (⌘ + Enter on a Mac) |