Conversations: Find and filter conversations

Brief overview

You can find a person in two ways: via the general search bar on the left in Leadgains or directly via Conversations into app.ldgns.be. The general search bar opens the contact form; the search bar in Conversations searches within the conversations.

In the Team Inbox you use Unread, All, Recents and Starred to show the right conversations. With the star you mark a conversation for later, with the envelope icon you mark it as read and with the phone icon you can call the contact.

Video explanation

View the walkthrough if you want to see the search function, inbox filters and quick actions in the screen.

Step-by-step plan

Step 1 - Search for the contact using the general search bar

Use the search bar on the left in Leadgains if you want to quickly go to a contact form. Type the name, check the correct result by name, email address or telephone number and click on the contact.

If there are multiple contacts with the same name, always check the phone number or email address before continuing.

Step 2 - Find the conversation in Conversations

Go to Conversations and type the name in the search bar above the inbox. Open the conversation in the Team Inbox when the result appears.

Step 3 - Choose the correct inbox view

Use Unread for unread incoming comments, All for all conversations, Recents for recent interaction and Starred for conversations that you have marked as favorites.

Inbox	When to use
Unread	For messages that people have sent to us and that we have not yet read.
All	For all conversations in the account, even after they have been read.
Recents	For conversations where there has been recent back-and-forth traffic.
Starred	For conversations that you want to temporarily save and come back to later.

Step 4 - Use the quick actions at the top of the conversation

There are quick action buttons at the top of each conversation. Use those buttons to filter the conversation, call the contact, mark the conversation as a favorite, process it as read, or delete the conversation.

Button	Use
Filter / conversation view	Shows or hides certain post types or channels in the timeline. Open the filter again when you no longer see a message or internal notification.
Call	Start a conversation with the contact via the phone icon.
Favorite	Continue the conversation Starred, so you can easily find it later. Click on the star again to turn this off again.
Read	Marks the conversation as read. It then disappears Unread, but remains available via All, Recents or the search function.
Delete	Deletes the conversation via the trash can icon. Only use this when the conversation really needs to be left.

Common problems