Filtering Messages

  1. From the Messages section select any of the options Messages, Starred, Archived, Tagged, Blocked, or Inactive
  2. At the top of the section is the Filter Icon
  3. You can filter by:
    • All Messages
    • Follow Up


Searching Messages

  1. From the Messages section select any of the options Messages, Starred, Archived, Tagged, Blocked, or Inactive
  2. At the top of the section is the Search Icon
  3. You can search by:
    • Name (First or Last)
    • Words in messages (Opt In, Opt Out, Please...)
    • Group Names

       

Utilizing Calendly

  1. Select person from the Message listing you would like to schedule meeting
  2. From the actions icon (three dots) 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