Communication

Best Practices for Filtering and Organizing Your Inbox

Organize your Local Business Pro inbox effectively. Use filters, stars, and efficient workflows to manage customer conversations.

beginner 4 min read inbox filtering organization workflow
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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

  1. Open Inbox and filter to Unread
  2. Work through new messages, responding as needed
  3. Star any contacts requiring follow-up
  4. Switch filter to Starred to review priority contacts
  5. Complete any outstanding follow-ups
  6. 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.