SalesEdge.io Update: New Advanced Filters Give You Total Control Over Your Conversations Inbox

SalesEdge.io Update: New Advanced Filters Give You Total Control Over Your Conversations Inbox

We’re excited to introduce powerful new filtering options in SalesEdge.io’s Conversations inbox, designed to help you stay organized and respond faster to the conversations that matter most.

What’s New?

Now you can easily filter your inbox using six new options:

• Opportunity Pipeline: Focus on conversations related to a specific sales process or pipeline. If someone has opportunities in more than one pipeline, any conversation matching your selection will appear. This is perfect for coaches and consultants who manage different services or client journeys.
• Opportunity Stage: Instantly find conversations based on where a contact is in your pipeline—such as "Appointment Scheduled," "Proposal Sent," or "Negotiation." This helps you prioritize who needs a follow-up next.
• Opportunity Status: Filter by whether a deal is open, won, lost, or abandoned. This makes it simple to focus on active opportunities, revisit lost deals, or review closed conversations.
• Channel Account: Narrow your inbox to messages from a specific phone number or social media account, like Facebook or Instagram. No more scrolling through every message—just focus on what matters to you.
• Last Call Status: Sort by the result of your last call—completed, no answer, or voicemail. This allows you to quickly spot and respond to missed calls or voicemails.
• Contact Type: Filter by contact type, such as Leads, Customers, or any custom group you’ve set up. This lets you separate outreach to new leads from ongoing conversations with existing clients.

How to Use These Filters:

• Go to your Conversations inbox in SalesEdge.io.
• Click the Filters icon at the top of the conversation list.
• Select a filter—like Channel Account, Last Call Status, or Pipeline Stage—from the dropdown menu.
• Choose your desired values and click Apply to instantly narrow down your inbox.
• Combine multiple filters as needed. Click Clear anytime to reset the view.

Why This Update Matters

These new filters bring essential CRM context right into your inbox, making it easy to:

• Quickly find and respond to missed calls or urgent customer requests
• Zero in on conversations tied to high-value opportunities
• Distinguish between new leads and existing clients without clicking around multiple screens

With these updates, you’ll save time, avoid missed opportunities, and always know exactly which conversations need your attention.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.