Mar 21, 2024

Refining Information with Filters

What are filters?

Filters provide a robust way for you to segment and organize multiple Telegram inboxes and chats within your 3RM dashboard, simplifying management of conversations. By specifying unique criteria that matters to your workflow (like owner, category, or status), you can easily categorize incoming and pending messages, enabling a focused outbound strategy and helping your team stay on top of lagging chats. This feature streamlines inbox management and enhances your team's productivity by ensuring access to high-priority messages based on individual preferences and requirements.

How to use 3RM filters:

You can filter your inbox directly from the 3RM app interface!

The main Chats page and individual Smart Lists are automatically filterable for your convenience. Simply click the “Add filter” button to add as many filters as necessary to tailor your inbox view to your needs or preferences. If you discover a filtered view that you'll regularly revisit, you can save it as a Smart List (with a custom, relevant name). By creating a smart list, you will capture your chosen filtering options in a dynamic list, making your outreach efforts more targeted and reducing inbox clutter when searching for specific conversations while automatically updating based on users who meet the criteria of your smart list filters.

There are three filter types to choose from:

1. Inside of Telegram: These filters rely on information from your Telegram integration, such as 1:1 or Group chats, chat members, folders, and the latest message.

2. Owner and Date: These filters, including Date Added and Added by, allow you to filter conversations by date range or conversation owner.

3. Inside of 3RM: Filters based on notes and values assigned in 3RM, such as Favorite, Follow-Ups, Status, Owner, and Categories, enable you to use contextual information to filter your inbox effectively.

Understanding how these filters work together to create an optimal view or persona will enable you to develop a more refined perspective on your data within 3RM.

Best filters for creating Smart Lists:

The filters you use to create a Smart List will vary depending on the list's purpose. Smart lists can facilitate multiple pipeline views of segmented, targeted chats.

For example, a team using 3RM to organize their Telegram inboxes might create "Top Leads" smart lists to prioritize high-potential prospects. Because smart lists are account specific, each teammates list will be unique to their account and contain the conversations they care about (and, if filtered on owner, are owned by them!).

Leveraging available filtering options, users of a team could filter by "Latest Message" for active engagements, "Added by" to track assigned conversations, "Status" for sales process stage, and "Categories" for industry segmentation. By combining these filters, they create dynamic lists that prioritize relevant conversations based on real-time engagement, personal ownership, date, and contextual information from 3RM notes and values.

Additionally, there are pre-saved lists provided by 3RM for ease of use:

  • Favorites: Personal favorite chats visible only to the user.

  • My 1:1 Chats: 1:1 messages assigned to the user.

  • My Group Chats: Group messages assigned to the user.

  • Owned By Me: Chats assigned to the user in 3RM.

  • Follow Ups Due: Chats assigned to the user for follow-up.

  • Recently Added: Pre-set filter for conversations added within a specific timeframe.

Why starting in 3RM matters:

Beginning in 3RM allows for more scalable team-wide reporting and coordination compared to starting in Telegram. Utilizing targeted Smart Lists tailored to specific objectives, teams can efficiently prioritize and organize Telegram communication, fostering a more strategic and coordinated approach across your team.