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How to Filter Your Inbox by Buyers in REsimpli

Written by Anthony Estrada

Overview

Your External inbox holds conversations with sellers, buyers, agents, and vendors all in one list.

If you only want to work through your buyer conversations, you can filter the inbox to show just those. This is how you separate your dispo conversations from your seller follow-up.

Steps

Step 1: Open your Inbox

Hover over the left side panel and click Inbox.

Make sure you are on the External tab. This is the tab that holds your sellers, buyers, agents, and vendors.


Step 2: Click Add a Filter

Click Add a Filter at the top of your inbox.


Step 3: Choose Contact Type

Under Add Parameters, select Contact Type.


Step 4: Select Buyer

Open the drop-down and select Buyer.


Step 5: Click Continue

Click Continue to apply the filter.

Your inbox now shows only your buyer conversations.


Step 6: Save the filter or use it once

You will be asked what you want to do with the filter:

  • Save the filter if you work your buyer list regularly. A saved "buyers only" view is worth keeping.

  • Apply without saving if you only need it this once.


Step 7: Go back to your full inbox

Click the button to remove the filter. All your conversations return.


Important Notes

  • The letter icon tells you the contact type without opening the conversation. B is a buyer, S is a seller, A is an agent, V is a vendor.

  • The same steps work for the other contact types. At Step 4, choose Seller, Agent, or Vendor instead of Buyer.

  • You have to click Continue. Choosing the contact type on its own does not apply the filter.

  • This is the view to use when you are working dispo. Filtering to buyers keeps seller conversations out of the way while you push a deal.

  • You can add other parameters alongside contact type — for example, filtering for buyers with unread messages.


Troubleshooting

Your filter is showing everything

  • Check that you clicked Continue after selecting Buyer. Choosing the value is not enough on its own.

You cannot find Contact Type in the list

  • Scroll through the parameters under Add Parameters. Contact Type is one of the options there.

Your saved filter is not in your list

  • Check that you chose save the filter rather than apply without saving. A filter applied without saving is not kept.

You are seeing seller conversations too

  • Open the filter and check that Buyer is the only contact type selected.

A buyer you have been texting is not showing

  • Check that the contact is saved as a buyer. A contact saved as a seller will not appear under a buyer filter, even if the conversation is about a property you are selling.

You want your full inbox back

  • Click the button to remove the filter.


Summary

You filtered your inbox to show only buyers. You opened your Inbox on the External tab, clicked Add a Filter, chose Contact Type under Add Parameters, selected Buyer, and clicked Continue. You then chose whether to save the filter or apply it once, and removed the filter to bring back your full inbox.

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