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Getting Started
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Features
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- Articles coming soon
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- Articles coming soon
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FAQs
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- How do I follow up with my leads?
- Can I segment my leads by location?
- How can I add other users to my Account?
- Can I access and use my Inbox on my phone?
- What is A2P 10DLC?
- How do I edit the instant quote message information that is being sent out?
- How to use Conversation Filters & Bulk Actions Overview
- How to use the CC and BCC feature?
- Can I access and use my Inbox on my phone?
- How do I see my leads?
- I use Repair Desk, can I import my leads there?
- Can I export my leads to use them in email campaigns?
- How do I add a repair I don’t see available?
- Can I change the image shown for a repair type?
- Can I talk with other widget users about how to best utilize it?
- I might have found a bug, how do I report it?
- How can I add other users/employees to the dashboard?
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Can I segment my leads by location?
Yes you can! To do so, all you need to do is go to the Inbox and click “Create New” and then create a “Smart” inbox that is going to receive Messages:
You will then get prompted with options to give the new “smart” inbox specific locations:
From here you can select single locations or several. You’ll then have a separate Inbox for those specific locations so your managers can easily manage their own location without needing to see every message that comes through the system.
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