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Filtering Messages in the Messages Module

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Bytimothy A
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Overview:
The Filtering Messages feature allows you to quickly find specific conversations by displaying only messages that match selected criteria. This helps you organize communications, save time, and manage customer interactions more efficiently.
Follow these steps to filter messages in the Messages Module:
Step 1: Click on Messages
Click on Messages
Step 2: To filter messages, you can search by first name, last name, company name, or email.
To filter messages, you can search by first name, last name, company name, or email.
Step 3: You can also click the filter icon beside the message title. 
You can also click the filter icon beside the message title.
Step 4: From there, you can further refine your search by date range, notes with reminders, messages within a pipeline or stage, messages assigned to users, tags, campaigns received, forms filled, appointment types booked, partners assigned, affiliates assigned, or products purchased. 
From there, you can further refine your search by date range, notes with reminders, messages within a pipeline or stage, messages assigned to users, tags, campaigns received, forms filled, appointment types booked ,partners assigned ,affiliates assigned or products purchased.
Step 5: Finally, click Search to apply the filters. 
Finally, click Search to apply the filters.

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