From the Salesmsg conversations page, use the search bar in the top right corner to search for words or phrases used in your texts!
Search Options
Contacts
Tags
Inboxes
Assigned Members
Date
To quickly search a contact, simply start typing that contacts name and relevant results will come up at the top. You can click on the chat icon to start a conversation with that contact right from the search bar.
Create Contact From Conversations
Salesmsg makes it easy to create a new contact directly from the New Message screen. Now, in addition to clicking the Add button, users have additional options for quickly creating contacts.
Start a New Message: Click on New Message to open the conversation mode, where you can enter contact information.
Enter a New Phone Number: Type a new phone number in the Send to field. A dropdown will appear, allowing you to select Add a Contact.
Create the Contact Using One of the Following Options:
Click on the Add Button to create the contact (existing option).
Press Enter to create the contact directly (new option).
Click Outside the Field to confirm and create the contact (new option).
Unified Conversation History
Need to find a conversation from the past? You've got several options, including searching by today or yesterday's messages and now you can use the Unified Conversation History when a contact transitions between different teams or departments.
The Contact info sidebar is being expanded within the Conversations page and provides a streamlined way for teams to review past interactions, ensuring they have the context they need to continue communication smoothly. This feature enhances collaboration by allowing visibility into previous communications while maintaining Inbox-specific privacy controls.
Whether contacts are moving between marketing, sales, or location-based teams, this new feature ensures that important communication details are easily accessible, helping teams stay informed and aligned without compromising Inbox security.
Frequently Asked Questions
I can not find what I am searching for?
The conversation details are indexed near real-time, but sometimes it might take a bit longer. Try your search a bit later or change the search criteria.
Are the search results exact?
The search results are approximate, and the most relevant results will be displayed a the top.
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