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CRM (Contacts / Tags / Fields)

How to filter contacts based on tickets in inbox

Video To filter tickets in the inbox, follow these steps: 1. Navigate to the Filter Section - Go to the filter section in the inbox. 1. Filter by Specific Board Stage - Select the…

Updated Apr 15, 2026
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To filter tickets in the inbox, follow these steps:

  1. Navigate to the Filter Section
  • Go to the filter section in the inbox.
  1. Filter by Specific Board Stage
  • Select the specific board stage you want to filter.

💡 Note: Once filtered to a stage, each contact will display a button indicating the stage of their latest ticket. You can change the stage or even the board of the ticket from there.

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