Automation/ How to work with Samplead’s Inbox

The Inbox Filters are four types – Enter filter words, Filter on status, Filter on chat status, Apply/filter/remove tags, Filter on conversation status, Assign to campaign, Sync

Enter Filter Words

You can search the inbox for a specific name, job title or company by entering the filtered words in the search bar at the top.

Filter on Contact Status

Status means the kind of connection/relationship you have with a person. They can be Contact (1st connection), Searched (not yet contacted), New contact, Connect Requested (you have sent a connection request to that person), Disconnected (you or them disconnected with each other) or Imported (you imported them with a CSV).

Read and Unread Chats

This filter is used to see your read messages and unread messages.

Apply, Filter & Remove Tags

Filter on tags are tags that were created in Samplead (in the Search menu they’re called Sapmlead tags). You can filter on With or without tags.

If you select a certain tag in this list, a list of all leads with tags next to their names will appear.

You can create tags from the wand icon which opens a Tag management where you can create your own tags in Samplead. To apply a tag you first need to select a person/multiple people and then choose from the list of tags you have created.

Filter on Conversation Status

You can also filter your inbox depending on the type of conversation such as No Interaction (you haven’t messaged the person, nor has the person messaged you), Awaiting reply (you have messaged the person, but have not received a reply from them) and Replied (people you had an interaction with – including unread messages).

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