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How to Filter Your Inbox by Agents 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 see your agent conversations, you can filter the inbox to show just those.

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 Agent

Open the drop-down and select Agent.


Step 5: Click Continue

Click Continue to apply the filter.

Your inbox now shows only your agent 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 check in with your agents regularly.

  • 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. A is an agent, S is a seller, B is a buyer, V is a vendor.

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

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

  • Agent conversations are easy to lose in a busy inbox because there are usually far fewer of them than seller conversations. This filter is worth saving for that reason.

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


Troubleshooting

Your filter is showing everything

  • Check that you clicked Continue after selecting Agent. 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.

The filter returns nothing

  • Check that you have contacts saved with the Agent contact type. If your agents were added as vendors, they will show under a vendor filter instead.

You want your full inbox back

  • Click the button to remove the filter.


Summary

You filtered your inbox to show only agents. You opened your Inbox on the External tab, clicked Add a Filter, chose Contact Type under Add Parameters, selected Agent, 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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