Best Practices for Filtering and Organizing Your Inbox
Organize your Local Business Pro inbox effectively using filters, stars, and efficient workflows to manage customer conversations.
Quick Answer: Use the Starred filter for VIP access, Unread filter to catch up on new messages, and star contacts strategically to create an organized inbox workflow.
Inbox Organization Strategies
- Star VIPs - Mark your most important customers for quick access
- Process unread daily - Start each day by filtering to unread messages
- Add notes liberally - Document important conversations as they happen
- Use the right panel - Check appointments before responding
Daily Inbox Workflow
- Open Inbox and filter to Unread
- Work through new messages, responding as needed
- Star any contacts requiring follow-up
- Switch filter to Starred to review priority contacts
- Complete any outstanding follow-ups
- Return filter to All for general browsing
Tips for High-Volume Inboxes
- Use search to find specific contacts quickly
- Star conversations that need action, unstar when complete
- Add notes to remind yourself what needs to be done
- Set times during the day to process messages rather than constantly checking
Frequently Asked Questions
Q: Can I create custom filters?
A: The inbox uses preset filters (All, Starred, Unread). For more complex filtering, use the AI Conversations page which has additional options.
Q: How can I tell if a message is urgent?
A: Review AI conversation classifications to identify hot leads or support-required calls that may need immediate attention.
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Last updated: February 1, 2025