Filtering Messages
1. From the Messages section select any of the options List, Starred, Archived, Tagged, Blocked, or Inactive
2. At the top of the section is the Filter box
3. You can filter by:
- Person Name (First or Last)
- Text contained within the messages
Categorizing Messages
1. Select List from the Messages filter
2. For any conversation you can categorize the messages
- Starred – similar to favorites, a way to highlight and easily access conversations
- Archived – those conversations that are no longer current but can still be accessed for reference
From the Actions drop down select the appropriate action
3. Once the option selected, the conversation will be moved to that applicable folder
Utilizing Calendly
1. Select person from the Message listing you would like to schedule meeting
2. From the actions drop down select Schedule Meeting
3. Meetings that have been setup in Calendly will be visible on the My Calendly Schedule
4. Select the link to copy for the message intended for this person
5. Enter the link into the message and include any instructions for the person to schedule the meeting