Filtering and searching Unibox
Find conversations quickly.
Filters help you focus on the next action instead of scanning every reply.
What this helps you do
Filters help you focus on the next action instead of scanning every reply.
Recommended workflow in Outlio
Filter by unread, campaign, sender, or label.
Search for email, company, or lead name.
Open high-priority replies first.
Clear filters when the expected thread is missing.
Save repeated workflows as team habits.
Quality checks
- Use label filters for sales follow-up blocks.
- Search exact email addresses when names are common.
- Check archived or read states if a thread seems missing.
Common mistakes to avoid
- Assuming a reply is missing before clearing filters.
- Using broad searches that return too many threads.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
Related articles
Getting started with Unibox
Learn how the unified inbox works.
Replying to leads
Reply from the correct sender account.
Using status labels
Organize replies by intent.
Daily unread workflow
Process new replies without missing opportunities.
Handling positive replies
Turn interest into booked next steps.
Handling objections and negative replies
Respond professionally and protect reputation.
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